Overview
Assets Under Management: $111 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 104
Average Client Assets: $1.0 million
Frequently Asked Questions
DESIGN ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170630), DESIGN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DESIGN ASSET MANAGEMENT, LLC is headquartered in OVERLAND PARK, KS.
DESIGN ASSET MANAGEMENT, LLC serves 104 high-net-worth clients according to their SEC filing dated April 20, 2018. View client details ↓
According to their SEC Form ADV, DESIGN ASSET MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
DESIGN ASSET MANAGEMENT, LLC manages $111 million in client assets according to their SEC filing dated April 20, 2018.
According to their SEC Form ADV, DESIGN ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.49%
Average Client Assets: $1.0 million
Total Client Accounts: 140
Discretionary Accounts: 127
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 170630
Filing ID: 1200153
Last Filing Date: 2018-04-20 16:52:00