DIAMANT ASSET MANAGEMENT, INC.
SEC RegisteredA Better Approach to Building Wealth.
About the firm
Diamant Asset Management focuses on financial portfolio management for high-net-worth individuals and families. Every investment strategy is built from scratch, tailored to each client's goals, timeline, and life. The firm has guided clients through life's transitions for over 70 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management, conservative long-term private wealth management, income-focused retirement strategies, and estate and inheritance planning guidance including trusts and generational planning.
Who they serve
High-net-worth individuals and families, including those in retirement or pre-retirement, and beneficiaries navigating inherited wealth, trusts, and generational planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 59 | $205M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $4.1M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equities $0-$1M | 1.50% |
| Equities $1M-$2.5M | 1.25% |
| Equities $2.5M-$5M | 1.00% |
| Equities >$5M | 0.75% |
| Fixed Income $0-$1M | 0.75% |
| Fixed Income $1M-$10M | 0.50% |
| Fixed Income >$10M | 0.38% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIAMANT ASSET MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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