Diamond Client Group

  • Financial Services
  • The Woodlands TX
  • 21 employees
  • Financial Services
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Company Overview

Website
diamondclientgroup.com
Phone
(713) 402-3800
Employees
21
Founded in
2016
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Recent News & Media

Diamond Client Group, LLC CRD #: 310570 March 5, 2025 FORM CRS

  • Mar 5, 2025
  • reports.adviserinfo.sec.gov

💎DCG Spotlight💎 Meet Jennifer Ober, our expert in operations and strategy here at Diamond Client Group! With a career rich in project management, data analysis, and mergers & acquisitions, Jennifer’s journey has been nothing short of impressive. From her

  • Oct 28, 2024
  • facebook.com

About Us

  • Aug 29, 2024
  • diamondclientgroup.com

LUKE CHEATHAM

  • Aug 21, 2024
  • diamondclientgroup.com

Business Financial and Operational Consulting

  • Aug 20, 2024
  • diamondclientgroup.com

Home - Diamond Client Group

  • Aug 20, 2024
  • diamondclientgroup.com

Who is Diamond Client Group

Diamond Client Group is a financial services company based in The Woodlands, Texas. It is a privately held company. Diamond Client Group provides financial services to individuals and businesses. They offer a range of services, including retirement planning, estate planning, and investment management. Diamond Client Group differentiates itself by providing personalized financial advice and a commitment to building long-term relationships with its clients. They strive to make the financial planning process clear and understandable for everyone. You can contact Diamond Client Group at (281) 298-1900.

Company Leadership

Jennifer Ober

VP of Operations

Phone Email

Diamond Client Group Industry Tags

Financial Advising
Tax Strategies
Estate Planning
Business Succession Planning
Retirement Savings
Investing
Business Finance
Personal Finance
Employee Benefits
Deferred Compensation
Restructuring Debt
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Diamond Client Group Tech Stack

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FAQ

What is the location of Diamond Client Group's headquarters?
The headquarters of Diamond Client Group are situated at 10210 Grogans Mill Rd 325, The Woodlands TX
What is Diamond Client Group's phone number?
Diamond Client Group's contact number is (713) 402-3800.
What is Diamond Client Group's official website?
The official website of Diamond Client Group can be found at diamondclientgroup.com.
What is Diamond Client Group's current revenue?
As of February 2019, Diamond Client Group's annual revenue reached $10B.
How many employees does Diamond Client Group currently have?
Diamond Client Group employs approximately 21+ people as of February 2019
Which industries is Diamond Client Group primarily operating in?
Diamond Client Group operates in the following industries: Finance, Credit
Who is the VP of Operations of Diamond Client Group?
Diamond Client Group's VP of Operations is Jennifer Ober
What are Diamond Client Group's industry tags?
Diamond Client Group's industry tags include: Financial Advising, Tax Strategies, Estate Planning
When was Diamond Client Group founded?
Diamond Client Group was founded in 2016.

Employee Directory

Key Employees

Luke Cheatham

President

Phone Email

David Luedecke

Financial Advisor

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Brian Cheatham

Chief Operating Officer

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Esmeralda Zuniga

Marketing Team Member

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