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Building 2FINANCIAL DESIGNS WEALTH MANAGEMENT

Map pinMIAMI, FL
Phone786-388-0070
NotebookSEC #801-128134
Total AUM
$261.2M
Employees
6
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 NW 7TH STREET
SUITE 203
MIAMI
FL 33126
United States
Operating Hours
8:30-5:30PM BY APPOINTMENT
Monday - Friday
Phone
786-388-0070

ReceiptFinancials

Total AUM
$261.2M
Accounts
181
Discretionary
$173.9M
Accounts
119
Non-Discretionary
$87.3M
Accounts
62

ContactClients

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Individual Clients
38
AUM
$8.7M
HNW Individual Clients
77
AUM
$163.1M
Pension/Profit Sharing Plan Clients
62
AUM
$87.3M
Corporation or Business Clients
4
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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