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FINANCIAL DESIGNS WEALTH MANAGEMENT
8000 Nw 7th Street
Suite 203
Miami, Florida 33126
Tel: 786-388-0030
About FINANCIAL DESIGNS WEALTH MANAGEMENT
FINANCIAL DESIGNS WEALTH MANAGEMENT, formally registered with the SEC as FINANCIAL DESIGNS WEALTH MANAGEMENT. The firm was established in 06/20/2023. They have over 1 offices throughout the country.
FINANCIAL DESIGNS WEALTH MANAGEMENT is a Miami, Florida based Financial Planning firm with nearly $137,745,190 assets under management, offering retirement planning & investment advisory services to 134 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314520 |
| SEC# | 801-128134 |
| Assets Managed by Firm | $137,745,190 |
| No. of Clients | 134 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 134 | $137,745,190 |
| Individuals (other than high net worth individuals) | 31 | $8,473,747 |
| High net worth individuals | 49 | $78,796,490 |
| Pension and profit sharing plans | 54 | $50,474,953 |
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