FINANCIAL DESIGN & RESEARCH

FINANCIAL DESIGN & RESEARCH is an SEC-registered investment adviser (CRD 319684).

Registration

• CRD: 319684
• Type: Registered investment adviser
• Phone: 505-515-9272
• Latest filing: 2025-03-31
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search