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Building 2FINANCIAL DESIGNS WEALTH MANAGEMENT

Map pinMIAMI, FL
Phone786-388-0030
NotebookSEC #801-121290
Total AUM
$70.1M
Employees
4
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 NW 7TH STREET
SUITE 201
MIAMI
FL 33126
United States
Operating Hours
9-5PM BY APPOINTMENT
Monday - Friday
Phone
786-388-0030

ReceiptFinancials

Total AUM
$70.1M
Accounts
59
Discretionary
$70.1M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$2M
HNW Individual Clients
31
AUM
$48.5M
Pension/Profit Sharing Plan Clients
14
AUM
$19.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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