D
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
3 Employees
90 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2010
- Office Locations
- 1
Office Locations
55 SE 2ND Avenue Delray Beach FL
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.
Team overview
58 AVG AGE
$32.5M AVG AUM / ADVISOR
$722.2K AVG AUM / CLIENT
10.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
ANDREW ROSS BODNER
Chief Compliance Officer, President
- CRD
- #1765438
- Ownership
- 75% or more
Available
Available
Available
B
Bodner Debra
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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