Investment Design Management
Investment Design Management (CRD# 285724) is a financial advisory firm headquartered in , . They manage $79,700,000 in 307 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Investment Design Management
By the Numbers
-
Total Assets Under Management80MILLION
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Total Number of Accounts307ACCOUNTS
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Average Account Value$259,609
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Investment Design Management
1
Maximillian Morgan (CRD# 5266876) is an Investment Advisor Representative working at Investment Design Management in West Linn, OR and has over 13 years of experience in the finance industry.
2
Justin Sumner (CRD# 5466087) is an Investment Advisor Representative working at Investment Design Management in West Linn, OR and has over 15 years of experience in the finance industry.
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