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Building 2FINANCIAL DESIGNS CORPORATION

Map pinCLAREMONT, CA
Phone909-626-1642
NotebookSEC #801-49374
Total AUM
$507.9M
Employees
6
Clients
516

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
540 W. BASELINE RD
#10
CLAREMONT
CA 91711-5805
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
909-626-1642
Other Offices
2

ReceiptFinancials

Total AUM
$507.9M
Accounts
1,312
Discretionary
$371.2M
Accounts
1,015
Non-Discretionary
$136.7M
Accounts
297

ContactClients

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Individual Clients
338
AUM
$159.6M
HNW Individual Clients
177
AUM
$348.3M
Corporation or Business Clients
1
AUM
$1.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLANCNENHNVORTXWA

HandshakeAffiliates

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

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