MADE FINANCIAL DESIGN

MADE FINANCIAL DESIGN is an SEC-registered investment adviser (CRD 333520). Regulatory assets under management: $3.2M.

Registration

• CRD: 333520
• Type: Registered investment adviser
• Phone: 656-222-1252
• Latest filing: 2026-03-06
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333520 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search