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FINANCIAL LIFE DESIGNS LLC
CRD 285241
1540 INTERNATIONAL PARKWAY, SUITE 2000, LAKE MARY, FL, 32746, United States
Phone
407-590-9372
Fax
407-699-0921
Registration
— (—)
Source
State registered
Total AUM
$37.7M
Discretionary AUM
$37.7M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $9.2M |
| High net worth individuals | 16 | $28.5M |
All web addresses on file
Official SEC filing: View on IAPD