FINANCIAL DESIGN & MANAGEMENT INC
CRD #105640 SEC #801-22845 EASTON, CT 203-338-0120
SEC Registered
Total AUM
$58.3M
Discretionary
$58.3M
Employees
1
Clients
1
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $58.3M | $58.3M | $0 | 1 | 26 |
| May 2012 | $58.3M | $58.3M | $0 | 1 | 26 |
| Mar 2012 | $58.3M | $58.3M | $0 | 1 | 26 |
| Mar 2010 | $67.8M | $67.8M | $0 | 5 | -- |
| Mar 2009 | $57.9M | $57.9M | $0 | 5 | -- |
| Mar 2008 | $72.5M | $72.5M | $0 | 5 | -- |
| Mar 2007 | $65.5M | $65.5M | $0 | 5 | -- |
| Jan 2007 | $61.4M | $61.4M | $0 | 5 | -- |
| Mar 2006 | $61.4M | $61.4M | $0 | 5 | -- |
| Sep 2005 | $53.9M | $53.9M | $0 | 5 | -- |
DateJun 2012
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$57.9M
Discretionary$57.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$72.5M
Discretionary$72.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--