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Lisette Diamant

DIAMANT ASSET MANAGEMENT, INC.·RIDGEFIELD, Connecticut
Unclaimed Profile
440 MAIN STREET, RIDGEFIELD, CT 06877CRD# 7275506Firm CRD# 107788
01

About

Lisette Diamant is a registered financial advisor based in RIDGEFIELD, Connecticut, affiliated with DIAMANT ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DIAMANT ASSET MANAGEMENT, INC.
DIAMANT ASSET MANAGEMENT, INC.
AUM
$211M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DIAMANT ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7275506
Firm CRD# 107788
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisette Diamant offer?
Lisette Diamant specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RIDGEFIELD, Connecticut for a consultation.
What are Lisette Diamant's credentials?
Lisette Diamant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisette Diamant located?
Lisette Diamant is based in RIDGEFIELD, Connecticut, working with DIAMANT ASSET MANAGEMENT, INC.. Their office serves clients in the RIDGEFIELD metropolitan area and surrounding communities.
How does Lisette Diamant charge for services?
Lisette Diamant'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 DIAMANT ASSET MANAGEMENT, INC.?
DIAMANT ASSET MANAGEMENT, INC. has approximately 3 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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