# FINANCIAL DESIGN ASSOCIATES INC

FINANCIAL DESIGN ASSOCIATES INC of STINSON BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107905
- Type: SEC-registered investment adviser
- SEC file number: 801-46109
- 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)

| Name | Role | Location |
| --- | --- | --- |
| COLES ALBERT LEONARD | PESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107905/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107905/similar
- Related entities: https://search.stillhousedata.com/firm/107905/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107905

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.