CAPITAL DESIGN ASSOCIATES GROUP, LLC

CDA GROUP
GREENVILLE, South Carolina·3 registered advisors·CRD# 151838
SEC# 801-707941864-235-1428
01

Firm Overview

AUM
$481M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL DESIGN ASSOCIATES GROUP, LLC

3 registered advisors
Donald Lawrence Reichert
GREENVILLE, South Carolina
ChFC
Jeffrey Kent Giguere
GREENVILLE, South Carolina
Joseph David Schofield
GREENVILLE, South Carolina
05

Office Locations

GREENVILLE, South Carolina
3 advisors

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Data sourced from SEC Form ADV filings. CAPITAL DESIGN ASSOCIATES GROUP, LLC (CRD# 151838) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.