Design Asset Management, LLC

Design Asset Management, LLC (CRD# 170630) is a financial advisory firm headquartered in , . They manage $17,854,256 in 88 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $202,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, KS, MO, TX

Financial Advisors at Design Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Henry Lane, financial advisor Kansas City MO
Henry S. Lane
CRD#: 4875838
Kansas City, MO

Henry Lane (CRD# 4875838) is an Investment Advisor Representative working at Design Asset Management, LLC in Kansas City, MO and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals