RIA Intel›Advisers›Montana›DIAMOND INVESTMENT MANAGEMENT SERVICES, LLC

DIAMOND INVESTMENT MANAGEMENT SERVICES, LLC

Advisory

MT

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account

$198K

across 126 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients127

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

127 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

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ALDEN INTERNATIONAL CORPORATION

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