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Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Arlee, MT
Diamond Investment Management Services, LLC
Independent
Total advisors
1Clients per advisor
126 Very HighAvg AUM per client
$195,579 LowHNW client ratio
10% TypicalJimmy Huggins is a financial advisor with Diamond Investment Management Services, LLC in Arlee, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Huggins has been with Diamond Investment Management Services since 2012. Diamond Investment Management Services, LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients. The firm uses fundamental research to tailor strategies to client objectives, employing a variety of investment approaches and maintaining oversight of third-party money managers.
Based on Diamond Investment Management Services, LLC
Based on Diamond Investment Management Services, LLC
$1 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $999,999: 1.10% $1,000,000+: 1.00%
Fee-only: 1.00% to 1.50% annually, negotiable depending on client needs and complexity; fees paid quarterly in arrears
Arlee, MT
Arlee MT
Advisors at this office
1
Montana · Texas
24 years of industry experience
Diamond Investment Management Services, LLC
2012 - Present • 14 years
Missoula, MT
Peak Investment Management, Ltd.
2009 - 2012 • 3 years
Missoula, MT
D.A. Davidson & Co.
2002 - 2008 • 6 years
Missoula, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Lawyer
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Real estate agent
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