Unclaimed Profile

Irvin F Diamond

REDW STANLEY FINANCIAL ADVISORS, LLC·ALBUQUERQUE, New Mexico

Clean record22 years registeredREDW STANLEY FINANCIAL ADVISORS, LLC

7425 JEFFERSON NE, ALBUQUERQUE, NM 87109CRD# 4377184Firm CRD# 109446

Profile Verification

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

Identity

Irvin F Diamond · ALBUQUERQUE, NM

Registration

CRD #4377184 · REDW STANLEY FINANCIAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REDW STANLEY FINANCIAL ADVISORS, LLC

REDW WEALTH LLC

Jan 2004 – Mar 2021

ALBUQUERQUE, NM

Registrations & Exams

Registration record

First registered · January 22, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REDW WEALTH LLC

CRD 109446 · SEC 801-57516

AUM

$1.0B

Regulatory assets under management

Employees

1,227 client accounts

Services offered by REDW WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REDW WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Irvin F Diamond offer?

Irvin F Diamond specializes in Financial Planning, Investment Management, Wealth Management.

What are Irvin F Diamond's credentials?

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

Where is Irvin F Diamond located?

Irvin F Diamond is based in ALBUQUERQUE, New Mexico, last registered with REDW STANLEY FINANCIAL ADVISORS, LLC.

How does Irvin F Diamond charge for services?

Irvin F Diamond's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiated fees for bundled services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDW STANLEY FINANCIAL ADVISORS, LLC?

REDW STANLEY FINANCIAL ADVISORS, LLC has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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