FINANCIAL DESIGN & MANAGEMENT INC

EASTON, Connecticut·1 registered advisor·CRD# 105640
SEC# 801-22845203-338-0120
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL DESIGN & MANAGEMENT INC

1 registered advisor
Alan Paul Goldbecker
EASTON, Connecticut
05

Office Locations

EASTON, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL DESIGN & MANAGEMENT INC (CRD# 105640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.