FINANCIAL DESIGN & MANAGEMENT, INC.

FORT COLLINS, Colorado·1 registered advisor·CRD# 113387
SEC# 801-632333970-490-2033
01

Firm Overview

AUM
$205M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RETAINER
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL DESIGN & MANAGEMENT, INC.

1 registered advisor
Mark Lewis Kornblau
FORT COLLINS, Colorado
CFP
05

Office Locations

FORT COLLINS, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL DESIGN & MANAGEMENT, INC. (CRD# 113387) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.