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Building 2FINANCIAL DESIGN & MANAGEMENT, INC.

Map pinFORT COLLINS, CO
Phone970-490-2033
NotebookSEC #801-63233
Total AUM
$204.7M
Employees
7
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4645 ZIEGLER ROAD
SUITE 220
FORT COLLINS
CO 80528
United States
Operating Hours
9-5
Monday - Friday
Phone
970-490-2033
Other Offices
3

ReceiptFinancials

Total AUM
$204.7M
Accounts
611
Discretionary
$204.7M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
359
AUM
$103.4M
HNW Individual Clients
97
AUM
$95.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Corporation or Business Clients
3
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNETX

HandshakeAffiliates

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

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