D
CRD: 164439
Diamond Investment Management Services, LLC
Arlee, MT
4069262835
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
253 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-07-2012
- Office Locations
- 1
Office Locations
-- Arlee MT
About Diamond Investment Management Services, LLC
Diamond Investment Management Services, LLC is a Arlee-based RIA. The firm has been operating for 14 years. Managing $25.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$98.7K AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Ridge ridge
Investment Themes
Atlas unison Summit
Investment Vehicles
Eagle radial
Services
Fusion timber Atlas
Owner & Executives
J
JIMMY RAY HUGGINS
Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #1946053
- Ownership
- 75% or more
(861) 748-9200
ember.vital@alphacapital.com
in linkedin.com/in/beacon-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,980,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,980,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,980,000
Equity - Exchange:
32.6% Public Funds:
31.0% U.S. Government/Agency:
18.0% Cash:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,217,726,858 | 32.6% |
| Public Funds | $2,108,881,368 | 31.0% |
| U.S. Government/Agency | $1,224,511,762 | 18.0% |
| Cash | $1,251,723,135 | 18.4% |
| Total | $6,802,843,123 | 100.0% |