GREAT DIAMOND PARTNERS, LLC

PORTLAND, Maine·4 registered advisors·CRD# 299598
SEC# 801-1150580207-274-2500
01

Firm Overview

AUM
$649M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GREAT DIAMOND PARTNERS, LLC

4 registered advisors
Helen Elizabeth Andreoli
PORTLAND, Maine
John M Piper
PORTLAND, Maine
Joseph William Powers
PORTLAND, Maine
Steven Edward Tenney
PORTLAND, Maine
05

Office Locations

PORTLAND, Maine
4 advisors

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Data sourced from SEC Form ADV filings. GREAT DIAMOND PARTNERS, LLC (CRD# 299598) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.