|
⚲
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| Designer Technologies Inc
✚
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|
|---|---|
| CRD # | 281879 |
| SEC # | 801-107518 |
| CIK # | 0002022865 |
| AUM | $89.2 M (2026-03-27) |
| Employees | 36 (36% Investors, 0% Brokers) |
| Phone | 877-777-0703 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 601 | 74.4 |
| (b) Individuals (high net worth individuals) | 10 | 14.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 89.2 |
| By Discretionary | ||
| Discretionary | 1,019 | 89.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,019 | 89.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 89.2 | |
| Total | 1,019 | 89.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002022865] |
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|---|---|---|
|
E & R Wealth Management LLC
✚
|
SC | 0.1 |
|
XENA Financial Planning LLC
✚
|
OR | 0.1 |
|
Invictus Timing Service Ltd
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|
NY | 0.1 |
|
Bespoke Investment Group LLC
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NY | 0.1 |
|
Brave Eagle Wealth Management LLC
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NY | 0.1 |
|
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|
CO | 0.1 |
|
Shankland Financial Advisors LLC
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|
0.1 | |
|
Colucci Wealth Management LLC
✚
|
NY | 0.1 |
|
Mollot & Hardy Inc
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|
NY | 0.1 |
|
EKO Investments Inc
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|
0.1 |