Unclaimed Profile

Paul Diamond

GREENLAKE INVESTMENT MANAGEMENT LLC·SOUTH PASADENA, California

Clean recordGREENLAKE INVESTMENT MANAGEMENT LLC

1416 EL CENTRO ST #200, SOUTH PASADENA, CA 91030CRD# 6889142Firm CRD# 221528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Diamond · SOUTH PASADENA, CA

Registration

CRD #6889142 · GREENLAKE INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Diamond is a registered financial advisor based in SOUTH PASADENA, California, affiliated with GREENLAKE INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GREENLAKE ASSET MANAGEMENT LLC

AUM

$843M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREENLAKE ASSET MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6889142

Firm CRD# 221528

View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH PASADENA?

Browse all registered financial advisors in SOUTH PASADENA, California or claim this profile if it's yours.

Browse SOUTH PASADENA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Diamond offer?

Paul Diamond specializes in Retirement Planning. Contact their office in SOUTH PASADENA, California for a consultation.

What are Paul Diamond's credentials?

Paul Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Diamond located?

Paul Diamond is based in SOUTH PASADENA, California, working with GREENLAKE INVESTMENT MANAGEMENT LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.

How does Paul Diamond charge for services?

Paul Diamond's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENLAKE INVESTMENT MANAGEMENT LLC?

GREENLAKE INVESTMENT MANAGEMENT LLC has approximately 18 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →