FINANCIAL DESIGN & MANAGEMENT, INC.
CRD #113387 SEC #801-63233 FORT COLLINS, CO 970-490-2033
SEC Registered
Total AUM
$176.1M
Discretionary
$176.1M
Employees
7
Clients
11
Accounts
613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2020 | $204.7M | $204.7M | $0 | 7 | 0 |
| Nov 2019 | $176.1M | $176.1M | $0 | 7 | 0 |
| May 2019 | $176.1M | $176.1M | $0 | 7 | 0 |
| Mar 2019 | $176.1M | $176.1M | $0 | 7 | 0 |
| Mar 2018 | $205.8M | $205.8M | $0 | 7 | 0 |
| Nov 2017 | $196.6M | $196.6M | $0 | 7 | 0 |
| Apr 2017 | $196.6M | $196.6M | $0 | 7 | 500 |
| Mar 2016 | $181.4M | $181.4M | $0 | 7 | 500 |
| Mar 2015 | $189.1M | $189.1M | $0 | 7 | 500 |
| Sep 2014 | $182.3M | $182.3M | $0 | 7 | 500 |
| Mar 2014 | $182.3M | $182.3M | $0 | 7 | 500 |
| Sep 2013 | $162.9M | $162.9M | $0 | 7 | 500 |
| Apr 2013 | $162.9M | $162.9M | $0 | 7 | 500 |
| Aug 2012 | $111.1M | $111.1M | $0 | 6 | 351 |
| Aug 2012 | $111.1M | $111.1M | $0 | 6 | 351 |
| Aug 2012 | $111.1M | $111.1M | $0 | 6 | 351 |
| Apr 2012 | $111.1M | $111.1M | $0 | 6 | 351 |
| Mar 2012 | $111.1M | $111.1M | $0 | 6 | 351 |
| Nov 2011 | $217.6M | $217.6M | $0 | 6 | 500 |
| Jun 2011 | $217.6M | $217.6M | $0 | 10 | -- |
| Apr 2011 | $217.6M | $217.6M | $0 | 10 | -- |
| Apr 2011 | $217.6M | $217.6M | $0 | 10 | -- |
| Mar 2011 | $217.6M | $217.6M | $0 | 10 | -- |
| Jun 2010 | $185.8M | $185.8M | $0 | 10 | -- |
| Apr 2010 | $185.8M | $185.8M | $0 | 10 | -- |
| Apr 2009 | $144.4M | $144.4M | $0 | 10 | -- |
| Mar 2007 | $59.5M | $57.8M | $1.6M | 5 | -- |
| Mar 2006 | $52.5M | $51.6M | $964K | 5 | -- |
| Jun 2004 | $37.4M | $35.9M | $1.4M | 5 | -- |
| Jun 2004 | $37.4M | $35.9M | $1.4M | 5 | -- |
DateApr 2020
Total AUM$204.7M
Discretionary$204.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees7
Clients500
DateMar 2016
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees7
Clients500
DateMar 2015
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees7
Clients500
DateSep 2014
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees7
Clients500
DateMar 2014
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees7
Clients500
DateSep 2013
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees7
Clients500
DateApr 2013
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees7
Clients500
DateAug 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients351
DateAug 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients351
DateAug 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients351
DateApr 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients351
DateMar 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees6
Clients351
DateNov 2011
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees6
Clients500
DateJun 2011
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$59.5M
Discretionary$57.8M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2006
Total AUM$52.5M
Discretionary$51.6M
Non-Disc.$964K
Employees5
Clients--
DateJun 2004
Total AUM$37.4M
Discretionary$35.9M
Non-Disc.$1.4M
Employees5
Clients--
DateJun 2004
Total AUM$37.4M
Discretionary$35.9M
Non-Disc.$1.4M
Employees5
Clients--