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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-12-2010
- Office Locations
- 1
Office Locations
About Double Diamond Investment Group, LLC
Double Diamond Investment Group, LLC is a Delray Beach-based RIA. The firm has been operating for 16 years. Managing $65.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between October 11, 2011 and March 12, 2012, reported AUM decreased 9.5%, from $74.0M to $67.0M.
Of the latest reported AUM, 52.2% is discretionary and 47.8% is non-discretionary.
The firm reports 2 advisory representatives and 90 clients, or 45 clients per representative. That equates to $722.2K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
ANDREW ROSS BODNER
Chief Compliance Officer, President
- CRD
- #1765438
- Ownership
- 75% or more
Bodner Debra
--
- CRD
- --
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | $486,111 |
| Non-Discretionary | $0 | $336,842 |
| Total | $65,000,000 | $401,198 |
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Separately Managed Accounts
SMA allocation detail is available
Double Diamond Investment Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.