| Name | Title | Ownership | Since |
|---|---|---|---|
| Fdc Holdings Corporation Control | Shareholder | Over 75% | 2017 |
| Greg Alan Morton | Chief Compliance Officer/Director Of Finance | Under 5% | 2012 |
| Nino Gabriel Pavan | President | Under 5% | 1996 |
Financial Designs Corporation reports $454.5 million in regulatory assets under management on its Form ADV.
Financial Designs Corporation reports 6 employees.
Financial Designs Corporation is based in Claremont, CA and has been SEC-registered since 1995.
Financial Designs Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 540 W. Baseline Rd, #10, Claremont, CA 91711-5805 |
| Phone | 909-626-1642 |
| Fax | 909-626-1529 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1561383 |
| Discloses disciplinary history | No |
| Discretionary | $318.9M |
| Non-discretionary | $135.6M |
| Total (RAUM) | $454.5M |