Unclaimed Profile

Lisette Diamant

DIAMANT ASSET MANAGEMENT, INC.·RIDGEFIELD, Connecticut

Clean recordDIAMANT ASSET MANAGEMENT, INC.

440 MAIN STREET, RIDGEFIELD, CT 06877CRD# 7275506Firm CRD# 107788

Profile Verification

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

Identity

Lisette Diamant · RIDGEFIELD, CT

Registration

CRD #7275506 · DIAMANT ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Lisette

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

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

Firm Overview

Firm

DIAMANT ASSET MANAGEMENT, INC.

AUM

$211M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DIAMANT ASSET MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7275506

Firm CRD# 107788

View on FINRA BrokerCheck →

Looking for a financial advisor in RIDGEFIELD?

Browse all registered financial advisors in RIDGEFIELD, Connecticut or claim this profile if it's yours.

Browse RIDGEFIELD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →