FINANCIAL DESIGNS CORPORATION

CLAREMONT, California·3 registered advisors·CRD# 14829
SEC# 801-493742909-626-1642
01

Firm Overview

AUM
$396M
Regulatory assets under management
Employees
6
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 FINANCIAL DESIGNS CORPORATION

3 registered advisors
Greg Alan Morton
CLAREMONT, California
Nino Gabriel Pavan
CLAREMONT, California
Ronald Allan Bilecki
CLAREMONT, California
05

Office Locations

CLAREMONT, California
3 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL DESIGNS CORPORATION (CRD# 14829) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.