Investments By Design, Inc.

Investments By Design, Inc. (CRD# 163070) is a financial advisory firm headquartered in Galena, IL. They manage $15,619,026 in 138 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $113,181
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Investments By Design, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John M. Anderson
CRD#: 5103781
612 Spring Street, Galena, IL 61036
96
Wealthminder
score

John Anderson (CRD# 5103781) is an Investment Advisor Representative working at Investments By Design, Inc. in Galena, IL and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.