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| Diamant Asset Management Inc
✚
|
|
|---|---|
| CRD # | 107788 |
| SEC # | 801-28801 |
| CIK # | 0001731124 |
| AUM | $180.7 MM (2023-03-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 203-661-6410 |
| Address | 440 Main Street Ridgefield, CT 06877 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 46.6 | |
| MSFT | 1,918,222.4 | 15.3 | |
| V | 419,260.5 | 13.5 | |
| PEP | 226,773.9 | 9.1 | |
| COST | 207,576.9 | 8.1 | |
| GOOGL | 1,475,138.5 | 7.9 | |
| JNJ | 465,600.2 | 7.6 | |
| LECO | 7,326.9 | 7.1 | |
| PGR | 67,509.2 | 7.1 | |
| ABBV | 269,466.6 | 6.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 59 | 186.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.4 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 196.1 |
| By Discretionary | ||
| Discretionary | 61 | 196.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 61 | 196.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.1 | |
| Total | 61 | 196.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731124] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.2 |
|
Bolan Capital Management LLC
✚
|
OH | 0.2 |
|
Meador Financial Inc
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|
CA | 0.2 |
|
Riverplace Capital Management Inc
✚
|
FL | 0.2 |
|
Dudley Capital Management LLC
✚
|
VA | 0.2 |
|
Flack Ember Louise
✚
|
TX | 0.2 |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |
|
Ironbridge Private Wealth LLC
✚
|
TX | 0.2 |
|
P J Roland Ltd
✚
|
PA | 0.2 |
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.2 |