$36.2M Total AUM
$36.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Meridian peak
- Established Date
- 10-22-2019
- Office Locations
- 1
Office Locations
-- Arlington MA
About Black Diamond Financial Planning, LLC
Black Diamond Financial Planning, LLC is an Arlington, MA advisory practice providing personalized financial planning, retirement income and legacy planning, and tax-aware portfolio optimization. The firm works with pre-retirees, retirees, small business owners and high net worth families, emphasizing clear, ongoing guidance. Reported portfolios are ETF-focused, and Fidelity/NFS is listed as a custodian.
Team overview
-- AVG AGE
$36.2M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Asset Classes
Peak unison
Client Personas
Horizon Quantum
Custodian
Harbor focus Optima summit Zenith
Investment Vehicles
Meridian
Platform
Alpha matrix
Services
Pioneer crest Catalyst oak Frontier Radial Peak value
Technology
Meridian beacon
Owner & Executives
M
Mark Claude Giometti
Financial Advisor, President
- CRD
- #7081340
- Ownership
- 75% or more
(253) 285-7041
pathway.horizon@primecapital.com
in linkedin.com/in/eagle-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,184,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,184,677 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,184,677
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,826,686,194 | 100.0% |
| Total | $1,826,686,194 | 100.0% |