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FINANCIAL DESIGN STUDIO, INC.
CRD 286686 · SEC 801-134607
21660 WEST FIELD PARKWAY, SUITE 118, DEER PARK, IL, 60010, United States
Phone
(847) 238-8050
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.5M
Discretionary AUM
$105.5M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $33.7M |
| High net worth individuals | 32 | $71.4M |
States served
IL, KS, TX
All web addresses on file
Official SEC filing: View on IAPD