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PROCESS DESIGN CAPITAL MANAGEMENT LLC

CRD 170789

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7301 N. 16TH ST #102, PHOENIX, AZ, 85020, United States

Phone

(480) 386-0491

Fax

(480) 386-0491

Registration

— (—)

Source

State registered

Total AUM

$78.0M

Discretionary AUM

$78.0M

Team

4 total employees; 4 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals53$18.0M
High net worth individuals26$60.0M

All web addresses on file

Official SEC filing: View on IAPD