GREAT DIAMOND PARTNERS, LLC

22 Monument Square
Suite 300
Portland, Maine 04101
Tel: 207-274-2500

About GREAT DIAMOND PARTNERS, LLC

GREAT DIAMOND PARTNERS, LLC, formally registered with the SEC as GREAT DIAMOND PARTNERS, LLC. The firm was established in 05/09/2019. They have over 1 offices throughout the country.

GREAT DIAMOND PARTNERS, LLC is a Portland, Maine based Financial Planning firm with nearly $613,396,493 assets under management, offering retirement planning & investment advisory services to 1618 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299598
SEC#	801-115058
Assets Managed by Firm	$613,396,493
No. of Clients	1618
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (BUSINESS TRANSITION PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1618	$613,396,493
Individuals (other than high net worth individuals)	174	$73,493,380
High net worth individuals	152	$539,483,749
Charitable organizations	2	$419,364

More Retirement Planning firms in Portland, Maine:

Firm Name	Assets Under Management	Total Clients	Total Advisors
H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
HEADINVEST 7 Custom House St, 4th Floor Portland, ME, 04101-4194	$897,644,886	1240	16

Explore More Retirement Advisors in Portland, Maine

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.