Financial Designs Corporation

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Assets, Funds, Holdings

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CAFR Data
Financial Designs Corporation
CRD #14829
SEC #801-49374
CIK #740798, 1561383
AUM $382.1 MM (75% Disc, 100% US, 2020-03-16)
Employees6 (50% Investors, 0% Brokers)
Phone909-626-1642
Address540 W Baseline Rd
Claremont, CA 91711-5805
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3853082311547701999200620132021
Comparable Firms State AUM ($BB)
Hopwood Financial Services Inc
VA 0.4
Meridian Investment Counsel Inc
CA 0.4
Gagnon Securities LLC
NY 0.4
Epsilon Financial Group Inc
CA 0.4
Personal Investment Management Inc
WA 0.4
Dumont & Blake Investment Advisors LLC
NJ 0.4
Wisdom Financial Services LLC
IL 0.4
New Vernon Wealth Management LLC
IL 0.4
Integris Wealth Management LLC
CA 0.4
TAC & Co Inc
NY 0.4
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