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Building 2DESIGN ASSET MANAGEMENT, LLC

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Phone913-717-7597
NotebookSEC #801-79465
Total AUM
$49.1M
Employees
1
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00 PM
Monday - Friday
Phone
913-717-7597

ReceiptFinancials

Total AUM
$49.1M
Accounts
131
Discretionary
$48.6M
Accounts
128
Non-Discretionary
$524.2K
Accounts
3

ContactClients

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Individual Clients
26
AUM
$8.2M
HNW Individual Clients
21
AUM
$28.3M
Charitable Organization Clients
1
AUM
$107.4K
Investment Advisor Clients
1
AUM
$12.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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