Firm profile

Diamant Asset Management, Inc..

RIDGEFIELD, CTCRD 107788Latest ADV March 24, 2026

Diamant Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ridgefield, CT. Its latest Form ADV filing, dated March 24, 2026, reports $212M in regulatory assets under management, 3 employees, and 59 accounts.

Assets Under Management
$212M
Employees
3
Offices
--
Total Clients
59
Primary office
RIDGEFIELD, CT
440 MAIN STREET, RIDGEFIELD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(203) 661-6410
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOHerbert A. Diamant

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
59
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$212Mas of March 24, 2026
Discretionary100.0%
$212M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$212M
Total Accounts59
10Y AUM Change+$61M (+40.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee20:1
10Y Employee Change-1 (-25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.