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Diamond Heritage, LLC (Los Aangeles)


Diamond Heritage, LLC is a large advisory firm based in Los Aangeles. It manages $213.9 million of regulatory assets for 296 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Diamond Heritage provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Diamond Heritage: assets under management

The assets under management (AUM) of Diamond Heritage, LLC is $213.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $213.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $722.62 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Diamond Heritage, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Aangeles

The principal office where Diamond Heritage, LLC performs its advisory services is located at 1000 Wilshire Boulevard, Los Aangeles, CA 90017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-612-7667 or by fax 213-612-0877. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.diamondheritage.net.


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