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
http://investmentdesignmanagement.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Investment Design Management
Showing 1 - 2 of 2 top financial advisors.
1
Maximillian Morgan, financial advisor West Linn OR
Maximillian A. Morgan
CRD#: 5266876
West Linn, OR

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, financial advisor West Linn OR
Justin M. Sumner
CRD#: 5466087
West Linn, OR

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.

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.

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