Center For Financial Design, Inc.
Center For Financial Design, Inc. (CRD# 166598) is a financial advisory firm headquartered in Mishawaka, IN. They manage $32,412,710 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Center For Financial Design, Inc.
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts149ACCOUNTS
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Average Account Value$217,535
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Center For Financial Design, Inc.
No Advisor Found.
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