FINANCIAL DESIGN ASSOCIATES INC

FINANCIAL DESIGN ASSOCIATES INC of STINSON BEACH, CA is an SEC-registered investment adviser (CRD 107905). Regulatory assets under management: $71.0M.

Registration

• CRD: 107905
• SEC file number: 801-46109
• Type: Registered investment adviser
• Location: 3455 SHORELINE HWY, STINSON BEACH, CA, 94970
• Phone: 415-868-2160
• Latest filing: 2010-01-26
• Regulatory AUM: $71.0M
• Discretionary AUM: $71.0M
• Clients: 1
• Accounts: 52

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 107905 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search