|
⚲
|
| Keyboard |
| Financial Designs Corporation
✚
|
|
|---|---|
| CRD # | 14829 |
| SEC # | 801-49374 |
| CIK # | 0001561383, 0000740798 |
| AUM | 507.9 M (2026-01-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 909-626-1642 |
| Address | 540 W Baseline Rd Claremont, CA 91711-5805 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001561383 0000740798 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 1.4 | ||
| Tesla Motors Inc | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| Apple Inc | 0.9 | ||
| Fidelity Ethereum Fund | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| ETFS Gold Trust | 0.6 | ||
| SPDR Gold Trust | 0.6 | ||
| iShares Silver Trust | 0.5 | ||
| Edison International | 0.4 | ||
| RXI Pharmaceuticals Corp | 0.3 | ||
| Biofuel Energy Corp | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 159.6 |
| (b) Individuals (high net worth individuals) | 177 | 348.3 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,312 | 507.9 |
| By Discretionary | ||
| Discretionary | 1,015 | 371.2 |
| Non-Discretionary | 297 | 136.7 |
| Total | 1,312 | 507.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 507.9 | |
| Total | 1,312 | 507.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001561383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 8 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Client 1st Advisory Group LLC
✚
|
FL | 511.5 M |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 510.9 M |
|
Horizon Advisory Services Inc
✚
|
NY | 510.2 M |
|
The Lam Group Inc
✚
|
507.4 M | |
|
Pine Harbor Wealth Management LLC
✚
|
VA | 507.1 M |
|
H I A - Helvetia Investment Advisors Sa
✚
|
506.8 M | |
|
HFG Wealth Management LLC
✚
|
TX | 505.6 M |
|
Carl P Sherr & Co LLC
✚
|
MA | 505.4 M |
|
Sage Trading Collective LLC
✚
|
505.0 M | |
|
Boltwood Capital Management
✚
|
CA | 502.5 M |