FINANCIAL DESIGNS CORPORATION
Tel: 909-626-1642 540 W. Baseline Rd #10 Claremont, California 91711-5805
About FINANCIAL DESIGNS CORPORATION
FINANCIAL DESIGNS CORPORATION is a Claremont, California based financial advisory firm with nearly $454,465,414 in assets under management and provides investment advisory services for 1305 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
14829
Firm SEC#:
801-49374
Assets Under Management:
$454,465,414
No. of Clients:
1305
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (ASSET ALLOCATION)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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