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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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