Black Diamond Financial is based out of Towson. Black Diamond Financial is a large advisory firm with 147 clients and discretionary assets under management (AUM) of $320,091,000 (Form ADV from 2020-06-11). Their last reported 13F filing for Q2 2020 included $153,190,000 in managed 13F securities and a top 10 holdings concentration of 62.0%. Black Diamond Financial's largest holding is Vanguard Mega Cap 300 Growth Index ETF with shares held of 99,936. Whalewisdom has at least 7 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||26.1%|
|Performance Last 4 Quarters:||-6.19%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||5|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:|
|Total Number of Clients:||147|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|