Overview
Assets Under Management: $454 million
Headquarters: CLAREMONT, CA
High-Net-Worth Clients: 149
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL DESIGNS CORPORATION 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 #14829), FINANCIAL DESIGNS CORPORATION is subject to fiduciary duty under federal law.
FINANCIAL DESIGNS CORPORATION is headquartered in CLAREMONT, CA.
FINANCIAL DESIGNS CORPORATION serves 149 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL DESIGNS CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL DESIGNS CORPORATION manages $454 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, FINANCIAL DESIGNS CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,305
Discretionary Accounts: 991
Non-Discretionary Accounts: 314
Regulatory Filings
CRD Number: 14829
Last Filing Date: 2025-02-17 00:00:00
Website: https://fdcadvisors.com