Investments By Design, Inc.
Investments By Design, Inc. (CRD# 163070) is a financial advisory firm headquartered in Galena, IL. They manage $36,228,006 in 184 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Investments By Design, Inc.
By the Numbers
-
Total Assets Under Management36MILLION
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Total Number of Accounts184ACCOUNTS
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Average Account Value$196,891
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX, WI
Financial Advisors at Investments By Design, Inc.
1
John Anderson (CRD# 5103781) is an Investment Advisor Representative working at Investments By Design, Inc. in Galena, IL and has over 17 years of experience in the finance industry.
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