Financial Designs Ltd.
Financial Designs Ltd. (CRD# 135426) is a financial advisory firm headquartered in San Diego, CA. They manage $61,000,000 in 224 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Designs Ltd.
By the Numbers
-
Total Assets Under Management61MILLION
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$272,321
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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.
CA
Financial Advisors at Financial Designs Ltd.
No Advisor Found.
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