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BDFS Capital LLC

EST. AUM
$411,329,570

CONTACTS
5

CLIENT ACCOUNTS
1,743

Firm Details

Metro area Philadelphia
CRD Number 287680
Website blackdiamondfs.com
Client types

Overview

Black Diamond requires its advisors to pursue advanced credentialing with the goal of completing CFP® certification. The company emphasizes the importance of a holistic financial roadmap. CERTIFIED FINANCIAL PLANNER™ professionals are trained in 72 areas of financial expertise and must accrue thousands of hours of experience before earning their certification. With a CFP® professional, clients receive a financial planner dedicated to working in their best interest, helping to build a comprehensive financial plan.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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