FINANCIAL DESIGNS CORPORATION
SEC Form ADV profile.
Total regulatory AUM
$507,915,735
Discretionary
$371,178,548
Non-discretionary
$136,737,187
Firm details
- CRD number
- 14829
- SEC file number
- 801-49374
- Main office
- CLAREMONT, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.