


Black Diamond Financial Group
Financial Services • Wyomissing, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 1150 Berkshire Blvd, Suite 245, Wyomissing, PA 19610, US |
| Phone number | +16103707855 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2012 |
| Employees | 1-10 |
Key Contact at Black Diamond Financial Group
Edward Sep
Owner
Black Diamond Financial Group Email Formats
Black Diamond Financial Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@blackdiamondfg.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@blackdiamondfg.com | 100% |
About Black Diamond Financial Group
We are a wealth management company whose primary focus is to build trusted relationships with all levels of investors including high-level executives, professionals, business owners, and retirees while providing advice, investment and professional services based on that particular client’s needs and objectives. Ed chose to share the partnership with LPL Financial to be able to offer clients more in terms of research and investment products. LPL Financial was formed in 1989 and is the #1 independent broker/dealer in the country.* LPL helps us to provide our clients with professional research, objective guidance, marketability, and flexibility so we can remain refreshingly client-focused. They also offer unparalleled training and support of all financial advisors. *As reported by Financial Planning magazine, June 1996-2018, based on total revenue Our goal is to be there for our clients throughout the investment process: determining financial needs and objectives, creating the investment plan(s), providing performance reports, and meeting regularly to review their plans. Clients are able to feel comfortable bringing whatever financial questions they have to us. Black Diamond Financial Group is dedicated to our clients and has much to offer our clients in working toward financial security. Third party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial and for accuracy or completeness. For a list of states we are registered to do business, please visit www.blackdiamondfg.com Securities offered through LPL Financial, Member SIPC (www.SIPC.org)/ FINRA (www.FINRA.org) Advisory Services offered through Good Life Advisors, a registered investment advisor. Good Life Advisors and Black Diamond Group, LLC are separate entities from LPL Financial.
Black Diamond Financial Group revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Black Diamond Financial Group has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Black Diamond Financial Group has never raised funding before.
Black Diamond Financial Group Tech Stack
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Frequently asked questions
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