1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL DESIGN GROUP, LLC

Map pinLAVISTA, NE
Phone402-509-2250
NotebookSEC #801-134407
Total AUM
$113.4M
Employees
3
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12110 PORT GRACE BOULEVARD
SUITE 200
LAVISTA
NE 68128
United States
Operating Hours
9:00 AM - 3:00 PM
Monday - Friday
Phone
402-509-2250

ReceiptFinancials

Total AUM
$113.4M
Accounts
527
Discretionary
$113.4M
Accounts
527
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
175
AUM
$60.4M
HNW Individual Clients
28
AUM
$51.6M
Pension/Profit Sharing Plan Clients
7
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IANETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account