Financial Designs Corporation Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Financial Designs Corporation, federally registered in 1995, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 2 advisors. Financial Designs Corporation manages $344.4 million and provides investment advisory services for 516 clients (1:258 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $667,359
Hybrid Advisor No
Disciplinary History No
Total AUM $344.4 million
Advisor / Client Ratio 1:258
Headquarters Claremont, CA
SEC Filings Forms and Brochures    (CRD # 14829)
State(s) Registered AZ, CA, CO, ID, NV, NH, OR, TX, WA

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