Investment adviser · CRD 286163
DIAMOND WEALTH ADVISORS
Investment adviser filing (IA)
JD FINANCIAL SERVICES INC.
CARLISLE, PA, United States · Form ADV filed Jan 24, 2022
- Regulatory AUM
- $211M Form ADV · Item 5.F
- Client accounts
- 1,378 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 62 | $111,958,256 | 53.1% |
| Individuals | 351 | $98,978,436 | 46.9% |
Filing source
Form ADV 1592890 · Jan 24, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 24, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
396 ALEXANDER SPRING ROAD, SUITE 3CARLISLE, PA, 17015, United States
CRD 286163
Filing source
Form ADV 1592890 · Jan 24, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.