FINANCIAL DESIGNS CORPORATION

540 W. Baseline Rd
#10
Claremont, California 91711-5805
Tel: 909-626-1642

About FINANCIAL DESIGNS CORPORATION

FINANCIAL DESIGNS CORPORATION, formally registered with the SEC as FINANCIAL DESIGNS CORPORATION. The firm was established in 05/24/1995. They have over 3 offices throughout the country.

FINANCIAL DESIGNS CORPORATION is a Claremont, California based Financial Planning firm with nearly $454,465,414 assets under management, offering retirement planning & investment advisory services to 1305 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	14829
SEC#	801-49374
Assets Managed by Firm	$454,465,414
No. of Clients	1305
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ASSET ALLOCATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1305	$454,465,414
Individuals (other than high net worth individuals)	361	$171,960,548
High net worth individuals	149	$282,503,688
Corporations or other businesses	1	$1,178

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