Overview
Assets Under Management: $106 million
Headquarters: DEER PARK, IL
High-Net-Worth Clients: 32
Average Client Assets: $2.2 million
Frequently Asked Questions
FINANCIAL DESIGN STUDIO, 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 #286686), FINANCIAL DESIGN STUDIO, INC. is subject to fiduciary duty under federal law.
FINANCIAL DESIGN STUDIO, INC. is headquartered in DEER PARK, IL.
FINANCIAL DESIGN STUDIO, INC. serves 32 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL DESIGN STUDIO, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FINANCIAL DESIGN STUDIO, INC. manages $106 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, FINANCIAL DESIGN STUDIO, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.68%
Average Client Assets: $2.2 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 286686
Filing ID: 2052515
Last Filing Date: 2026-02-11 11:49:24