RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 26, 2019
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, DONNA, NISECRETARY/TREASURERNA Control
KORNBLAU, MARK, LEWISIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENTE Control
KORNBLAU, MARK, LEWISIPRESIDENTE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control
KORNBLAU, MARK, LEWISIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 26, 2019 REGISTERED

Notice Filings (9)

AR AZ CA CO FL NE OH TX WA

Address

4645 ZIEGLER ROAD
SUITE 220
FORT COLLINS, CO 80528
United States
Phone: 970-490-2033