DESIGN ASSET MANAGEMENT, LLC
Total AUM
$49.1M
Employees
1Clients
49Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
913-717-7597
Financials
Total AUM
$49.1M
Accounts
131Discretionary
$48.6M
Accounts
128Non-Discretionary
$524.2K
Accounts
3
Clients
Individual Clients
26AUM
$8.2M
HNW Individual Clients
21AUM
$28.3M
Charitable Organization Clients
1AUM
$107.4K
Investment Advisor Clients
1AUM
$12.5M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
KSMO
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.