Design Life's Journey, LLC

Design Life's Journey, LLC (CRD# 304112) is a financial advisory firm headquartered in Dawsonville, GA. They manage $2,260,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
30 Lake Terrace Drive, Dawsonville, GA 30534
https://www.designlifesjourney.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $161,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, WI

Financial Advisors at Design Life's Journey, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Deborah Matz, financial advisor Dawsonville GA
Deborah L. Matz
CRD#: 2998188
30 Lake Terrace Drive, Dawsonville, GA 30534

Deborah Matz (CRD# 2998188) is an Investment Advisor Representative working at Design Life's Journey, LLC in Dawsonville, GA and has over 10 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