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Andrew Ross Bodner

DOUBLE DIAMOND INVESTMENT GROUP, LLC·PARSIPPANY, New Jersey
Clean recordDOUBLE DIAMOND INVESTMENT GROUP, LLC
2001 ROUTE 46, PARSIPPANY, NJ 07054CRD# 1765438Firm CRD# 152755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Ross Bodner · PARSIPPANY, NJ
Registration
CRD #1765438 · DOUBLE DIAMOND INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Ross Bodner is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with DOUBLE DIAMOND INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
DOUBLE DIAMOND INVESTMENT GROUP, LLC
DOUBLE DIAMOND INVESTMENT GROUP, LLC
AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1765438
Firm CRD# 152755
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Ross Bodner offer?
Andrew Ross Bodner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Andrew Ross Bodner's credentials?
Andrew Ross Bodner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Ross Bodner located?
Andrew Ross Bodner is based in PARSIPPANY, New Jersey, working with DOUBLE DIAMOND INVESTMENT GROUP, LLC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Andrew Ross Bodner charge for services?
Andrew Ross Bodner'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 DOUBLE DIAMOND INVESTMENT GROUP, LLC?
DOUBLE DIAMOND INVESTMENT GROUP, LLC has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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