Process Design Capital Management LLC

Process Design Capital Management LLC (CRD# 170789) is a financial advisory firm headquartered in Phoenix, AZ. They manage $77,250,000 in 223 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7301 N. 16th St #102, Phoenix, AZ 85020
http://www.processdesigncapital.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $346,413
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MN, TX

Financial Advisors at Process Design Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sean Balog, financial advisor Phoenix AZ
Sean R. Balog
CRD#: 2634686
7301 N. 16th St #102, Phoenix, AZ 85020

Sean Balog (CRD# 2634686) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 28 years of experience in the finance industry.

2
James Garber, financial advisor Phoenix AZ
James M. Garber
CRD#: 720937
7301 N. 16th St #102, Phoenix, AZ 85020

James Garber (CRD# 720937) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 37 years of experience in the finance industry.

3
Elizabeth Ottersberg, financial advisor Phoenix AZ
Elizabeth A. Ottersberg
CRD#: 2821497
7301 N. 16th St #102, Phoenix, AZ 85020

Elizabeth Ottersberg (CRD# 2821497) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 25 years of experience in the finance industry.

4
Mark Trumble, financial advisor Rochester MN
Mark E. Trumble
CRD#: 1054998
Rochester, MN

Mark Trumble (CRD# 1054998) is an Investment Advisor Representative working at Process Design Capital Management LLC in Rochester, MN and has over 41 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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