BLACK DIAMOND FINANCIAL, LLC

305 West Pennsylvania Avenue
Towson, Maryland 21204
Tel: 443-841-7772

About BLACK DIAMOND FINANCIAL, LLC

BLACK DIAMOND FINANCIAL, LLC, formally registered with the SEC as BLACK DIAMOND FINANCIAL, LLC. The firm was established in 04/22/2015. They have over 2 offices throughout the country.

BLACK DIAMOND FINANCIAL, LLC is a Towson, Maryland based Financial Planning firm with nearly $701,427,211 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145108
SEC#	801-96172
Assets Managed by Firm	$701,427,211
No. of Clients	274
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	274	$701,427,211
Individuals (other than high net worth individuals)	113	$69,865,597
High net worth individuals	139	$511,555,014
Pension and profit sharing plans	9	$67,849,549
Charitable organizations	5	$11,086,916
Corporations or other businesses	7	$40,180,135

More Retirement Planning firms in Towson, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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