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Diamond Portfolio Advisors, LLC (Los Angeles)


Diamond Portfolio Advisors, LLC is a large advisory firm based in Los Angeles. It manages $39.52 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

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Diamond Portfolio Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Diamond Portfolio Advisors: assets under management

The assets under management (AUM) of Diamond Portfolio Advisors, LLC is $39.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $878.25 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Diamond Portfolio Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Diamond Portfolio Advisors, LLC performs its advisory services is located at 10940 Wilshire Blvd., Los Angeles, CA 90024 3940, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-443-4236 or by fax 310-443-4221. The normal business hours are 08:00-16:00 on Monday - Friday. You can find more information about the New York firm at www.diamondportfolio.net.


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