HTTPS://WWW.LINKEDIN.COM/COMPANY/BLACK-DIAMOND-FINANCIAL-LLC/ • TOWSON, MD • Investment Advisor How do I update this listing?
Black Diamond Financial is based out of Towson. Black Diamond Financial is a large advisory firm with 102 clients and discretionary assets under management (AUM) of $244,002,947 (Form ADV from 2018-09-26). Their last reported 13F filing for Q4 2018 included $126,576,000 in managed 13F securities and a top 10 holdings concentration of 51.43%. Black Diamond Financial's largest holding is Lindblad Expeditions Holdings Inc with shares held of 1,033,571. Whalewisdom has at least 1 13F filings