Financial Design Services Inc.
Financial Design Services Inc. (CRD# 106634) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $33,306,392 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Design Services Inc.
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$1,448,104
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA
Financial Advisors at Financial Design Services Inc.
No Advisor Found.
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