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CREATIVE FINANCIAL DESIGNS, INC.
KOKOMO, IN
765-453-9600
SEC #801-60153Total AUM
$2.9B
Employees
170Clients
10,566Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2704 S GOYER RD
KOKOMO
IN 46902
United States
KOKOMO
IN 46902
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
765-453-9600
Other Offices
104
Financials
Total AUM
$2.9B
Accounts
15,029Discretionary
$2.9B
Accounts
14,962Non-Discretionary
$27.2M
Accounts
67
Clients
Individual Clients
10,015AUM
$2B
HNW Individual Clients
462AUM
$841.6M
Pension/Profit Sharing Plan Clients
19AUM
$21.6M
Charitable Organization Clients
33AUM
$9.6M
Corporation or Business Clients
37AUM
$18.8M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestySEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.