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Diane Booth Tuntland

Fraser Asset Management

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About Diane Booth Tuntland

Diane Booth Tuntland is a registered Investment Advisor Representative with Fraser Asset Management and Endowment Partners LLC, both of which are based in Las Vegas, NV. Diane has over 10 years of experience in the financial services industry. She holds a Series 65 license. Diane is a financial planner with a focus on providing investment management services to individuals and other investment advisors. Diane's firm, Fraser Asset Management, manages over $3 million in assets for individual clients.

Firm Information

Diane Tuntland is currently registered with Fraser Asset Management. Fraser Asset Management is an investment advisory firm with one investment advisor representative. The firm manages approximately $3.4 million in assets for 16 clients. The firm primarily serves high-net-worth individuals, but also provides services to individuals, investment companies, and other investment advisers. The firm offers financial planning and portfolio management services for individuals.

$3.37M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diane Tuntland’s Registration & Firm History

NV

04/12/2019 - Present

Fraser Asset Management (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 09/25/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diane Booth Tuntland.
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