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Keith Jeffrey Diamond

PRUDENT MAN INVESTMENT MANAGEMENT INC·LOUSIVILLE, Colorado
Series 65Clean record21 years registeredPRUDENT MAN INVESTMENT MANAGEMENT INC
927 MAIN STREET, LOUSIVILLE, CO 80027CRD# 4892181Firm CRD# 104574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Jeffrey Diamond · LOUSIVILLE, CO
Registration
CRD #4892181 · PRUDENT MAN INVESTMENT MANAGEMENT INC · 21 years registered
Brand Profile
Not yet started
01

Career History

PRUDENT MAN INVESTMENT MANAGEMENT
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 8, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRUDENT MAN INVESTMENT MANAGEMENT INC
CRD 104574 · SEC 801-33304
AUM
$285M
Regulatory assets under management
Employees
4
597 client accounts
Services offered by PRUDENT MAN INVESTMENT MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PRUDENT MAN INVESTMENT MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Keith Jeffrey Diamond offer?
Keith Jeffrey Diamond specializes in Investment Management, Fee-Only Advisory. Contact their office in LOUSIVILLE, Colorado for a consultation.
What are Keith Jeffrey Diamond's credentials?
Keith Jeffrey Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Jeffrey Diamond located?
Keith Jeffrey Diamond is based in LOUSIVILLE, Colorado, working with PRUDENT MAN INVESTMENT MANAGEMENT INC. Their office serves clients in the LOUSIVILLE metropolitan area and surrounding communities.
How does Keith Jeffrey Diamond charge for services?
Keith Jeffrey Diamond's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRUDENT MAN INVESTMENT MANAGEMENT INC?
PRUDENT MAN INVESTMENT MANAGEMENT INC has approximately 4 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRUDENT MAN INVESTMENT MANAGEMENT INC

Ronald Charles Proctor
LOUSIVILLE, CO
Christopher Patrick Reading
LOUSIVILLE, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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