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| Designer Technologies Inc
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| |
|---|---|
| CRD # | 281879 |
| SEC # | 801-107518 |
| CIK # | |
| AUM | $68.4 MM (2024-08-28) |
| Employees | 43 (40% Investors, 0% Brokers) |
| Phone | 877-777-0703 |
| Address | 158 Private Road 5489 Mexia, TX 76667 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 674 | 64.6 |
| (b) Individuals (high net worth individuals) | 0 | 3.9 |
| (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 | 677 | 68.4 |
| By Discretionary | ||
| Discretionary | 609 | 59.8 |
| Non-Discretionary | 68 | 8.6 |
| Total | 677 | 68.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.4 | |
| Total | 677 | 68.4 |
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|---|---|---|
|
Wealth Creation Management Group LLC
✚
|
NY | 0.1 |
|
Invictus Timing Service Ltd
✚
|
NY | 0.1 |
|
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NY | 0.1 |
|
IA Private Wealth USA Inc
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0.1 | |
|
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0.1 | |
|
Pathfinder Wealth Advisors LLC
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|
OH | 0.1 |
|
Brave Eagle Wealth Management LLC
✚
|
NY | 0.1 |
|
Bespoke Investment Group LLC
✚
|
NY | 0.1 |
|
Savicki Capital LLC
✚
|
NY | 0.1 |
|
Sloan Advisory Group Inc
✚
|
NY | 0.1 |