Overview
Assets Under Management: $206 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 99
Average Client Assets: $1.0 million
Frequently Asked Questions
FINANCIAL DESIGN & MANAGEMENT, INC. 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 #113387), FINANCIAL DESIGN & MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FINANCIAL DESIGN & MANAGEMENT, INC. is headquartered in FORT COLLINS, CO.
FINANCIAL DESIGN & MANAGEMENT, INC. serves 99 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL DESIGN & MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FINANCIAL DESIGN & MANAGEMENT, INC. manages $206 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, FINANCIAL DESIGN & MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.46%
Average Client Assets: $1.0 million
Total Client Accounts: 637
Discretionary Accounts: 637
Regulatory Filings
CRD Number: 113387
Filing ID: 1182212
Last Filing Date: 2018-03-26 14:06:00