B
$6.9M Total AUM
$6.9M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2000
- Office Locations
- 1
Office Locations
3027 Portage Street Kalamazoo MI
About Black Diamond Investment GROUP,INC.
Black Diamond Investment GROUP,INC. is a Kalamazoo-based RIA. The firm has been operating for 25 years. Managing $6.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$215.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
M
MARK A WEATHERS C.F.P
Investment Advisor, President
- CRD
- #4600963
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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