Process Design Capital Management LLC

Process Design Capital Management LLC (CRD# 170789) is a financial advisory firm headquartered in Phoenix, AZ. They manage $40,000,000 in 200 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $200,000
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
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.

AZ, MN, TX

Financial Advisors at Process Design Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Elizabeth A. Ottersberg
CRD#: 2821497
1430 East Missouri Avenue, #b220, Phoenix, AZ 85014
93
Wealthminder
score

Elizabeth Ottersberg (CRD# 2821497) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

2
James M. Garber
CRD#: 720937
1430 East Missouri Avenue, #b220, Phoenix, AZ 85014
86
Wealthminder
score

James Garber (CRD# 720937) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 31 years of experience in the finance industry.

3
Sean R. Balog
CRD#: 2634686
1430 East Missouri Avenue, #b220, Phoenix, AZ 85014
83
Wealthminder
score

Sean Balog (CRD# 2634686) is an Investment Advisor Representative working at Process Design Capital Management LLC in Phoenix, AZ and has over 22 years of experience in the finance industry.

4
Mark E. Trumble
CRD#: 1054998
Rochester, MN
83
Wealthminder
score

Mark Trumble (CRD# 1054998) is an Investment Advisor Representative working at Process Design Capital Management LLC in Rochester, MN and has over 35 years of experience in the finance industry.

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