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INVESTMENTS BY DESIGN, INC
CRD 163070
612 SPRING STREET, GALENA, IL, 61036, United States
Phone
(815) 776-9095
Fax
815-777-8118
Registration
— (—)
Source
State registered
Total AUM
$45.9M
Discretionary AUM
$45.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $19.5M |
| High net worth individuals | 9 | $26.1M |
| Corporations/business entities | 2 | $309K |
Official SEC filing: View on IAPD