JSD FINANCIAL DESIGN, INC.
JSD FINANCIAL DESIGN, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 134934). Regulatory assets under management: $25.0M.
Registration
- CRD: 134934
- SEC file number: 801-64140
- Type: Registered investment adviser
- Location: 8787 E PINNACLE PEAK ROAD, #210, SCOTTSDALE, AZ, 85255
- Phone: 480-473-3344
- Latest filing: 2012-05-15
- Regulatory AUM: $25.0M
- Discretionary AUM: $15.0M
- Non-discretionary AUM: $10.0M
- Clients: 1
- Accounts: 76
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| OBRIEN JOHN PATRICK | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| OTTO SUSAN VOLLMER | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
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