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Keith Jeffrey Diamond

Investment adviser representative at Prudent Man Investment Management
22 yearsExperience
1 stateRegistered in
$390.2MFirm assets
37 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

22 years in the industry.

  1. Prudent Man Investment Management, Inc.Jul 2004 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (CO).

Prudent Man Investment Management

Legal name: Prudent Man Investment Management Inc

$390.2MAssets managed
246Clients
3Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4892181
Firm CRD
104574
Advisor's SEC record (opens in a new tab)
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