JD FINANCIAL SERVICES INC.
Legal name: DIAMOND WEALTH ADVISORS
CRD #286163 SEC #801-118957 CARLISLE, PA (717) 462-6422
SEC Registered
Total AUM
$210.9M
Discretionary
$196M
Employees
6
Clients
0
Accounts
1,378
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $210.9M | $196M | $14.9M | 6 | 0 |
| May 2021 | $181.7M | $161.5M | $20.1M | 5 | 0 |
| Feb 2021 | $181.7M | $161.5M | $20.1M | 5 | 0 |
| Dec 2020 | $101.3M | $93.5M | $7.8M | 5 | 0 |
| Aug 2020 | $101.3M | $93.5M | $7.8M | 5 | 0 |
| Jul 2020 | $101.3M | $93.5M | $7.8M | 5 | 0 |
| Jun 2020 | $101.3M | $93.5M | $7.8M | 5 | 0 |
| May 2020 | $101.3M | $93.5M | $7.8M | 5 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
DateJan 2022
Total AUM$210.9M
Discretionary$196M
Non-Disc.$14.9M
Employees6
Clients0
DateMay 2021
Total AUM$181.7M
Discretionary$161.5M
Non-Disc.$20.1M
Employees5
Clients0
DateFeb 2021
Total AUM$181.7M
Discretionary$161.5M
Non-Disc.$20.1M
Employees5
Clients0
DateDec 2020
Total AUM$101.3M
Discretionary$93.5M
Non-Disc.$7.8M
Employees5
Clients0
DateAug 2020
Total AUM$101.3M
Discretionary$93.5M
Non-Disc.$7.8M
Employees5
Clients0
DateJul 2020
Total AUM$101.3M
Discretionary$93.5M
Non-Disc.$7.8M
Employees5
Clients0
DateJun 2020
Total AUM$101.3M
Discretionary$93.5M
Non-Disc.$7.8M
Employees5
Clients0
DateMay 2020
Total AUM$101.3M
Discretionary$93.5M
Non-Disc.$7.8M
Employees5
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0