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Building 2FINANCIAL DESIGN & MANAGEMENT INC

Map pinEASTON, CT
Phone203-338-0120
NotebookSEC #801-22845
Total AUM
$58.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32 SPORT HILL PARKWAY
EASTON
CT 06112
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
203-338-0120

ReceiptFinancials

Total AUM
$58.3M
Accounts
61
Discretionary
$58.3M
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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