FINANCIAL DESIGNS CORPORATION
CRD #14829 SEC #801-49374 CLAREMONT, CA 909-626-1642
SEC Registered
Total AUM
$454.5M
Discretionary
$318.9M
Employees
6
Clients
--
Accounts
1,305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $454.5M | $318.9M | $135.6M | 6 | 8 |
| Feb 2025 | $454.5M | $318.9M | $135.6M | 6 | 8 |
| Feb 2024 | $396M | $281.8M | $114.2M | 6 | 10 |
| Oct 2023 | $379.2M | $274.6M | $104.6M | 6 | 10 |
| Feb 2023 | $379.2M | $274.6M | $104.6M | 6 | 10 |
| Mar 2022 | $425.7M | $327M | $98.7M | 6 | 10 |
| Feb 2022 | $396.8M | $300.8M | $96M | 6 | 10 |
| Oct 2021 | $396.8M | $300.8M | $96M | 6 | 10 |
| Oct 2021 | $396.8M | $300.8M | $96M | 6 | 10 |
| Jul 2021 | $396.8M | $300.8M | $96M | 6 | 10 |
| Mar 2021 | $396.8M | $300.8M | $96M | 6 | 10 |
| May 2020 | $382.1M | $287.4M | $94.6M | 6 | 12 |
| Mar 2020 | $382.1M | $287.4M | $94.6M | 6 | 12 |
| Mar 2019 | $344.4M | $251.5M | $92.8M | 6 | 12 |
| Jan 2019 | $355.4M | $269.7M | $85.7M | 6 | 13 |
| Mar 2018 | $355.4M | $269.7M | $85.7M | 6 | 13 |
| Apr 2017 | $324.6M | $246.5M | $78.1M | 6 | 650 |
| Feb 2017 | $324.6M | $246.5M | $78.1M | 6 | 650 |
| Jan 2017 | $302.1M | $230.5M | $71.5M | 6 | 600 |
| May 2016 | $302.1M | $230.5M | $71.5M | 6 | 600 |
| Feb 2016 | $302.1M | $230.5M | $71.5M | 6 | 600 |
| Feb 2015 | $304.3M | $243.2M | $61.2M | 6 | 600 |
| Feb 2015 | $304.3M | $243.2M | $61.2M | 6 | 600 |
| Mar 2014 | $266.1M | $218M | $48.1M | 7 | 600 |
| Feb 2013 | $206.5M | $201.4M | $5.1M | 7 | 600 |
| Feb 2013 | $206.5M | $201.4M | $5.1M | 7 | 600 |
| Jun 2012 | $198M | $182.5M | $15.5M | 6 | 600 |
| May 2012 | $198M | $182.5M | $15.5M | 6 | 600 |
| May 2012 | $198M | $182.5M | $15.5M | 6 | 600 |
| Feb 2012 | $198M | $182.5M | $15.5M | 6 | 600 |
| Jan 2012 | $181.9M | $181.9M | $0 | 6 | 600 |
| Jan 2012 | $181.9M | $181.9M | $0 | 6 | 600 |
| Jul 2011 | $167.5M | $167.5M | $0 | 10 | -- |
| Mar 2011 | $167.5M | $167.5M | $0 | 10 | -- |
| Aug 2010 | $153.8M | $148.5M | $5.3M | 10 | -- |
| Mar 2010 | $153.8M | $148.5M | $5.3M | 10 | -- |
| Mar 2009 | $121.2M | $117M | $4.2M | 10 | -- |
| Feb 2007 | $154.9M | $128.5M | $26.5M | 10 | -- |
| Feb 2006 | $156.9M | $98.4M | $58.5M | 5 | -- |
| Dec 2004 | $126.6M | $82.7M | $43.9M | 5 | -- |
DateSep 2025
Total AUM$454.5M
Discretionary$318.9M
Non-Disc.$135.6M
Employees6
Clients8
DateFeb 2025
Total AUM$454.5M
Discretionary$318.9M
Non-Disc.$135.6M
Employees6
Clients8
DateFeb 2024
Total AUM$396M
Discretionary$281.8M
Non-Disc.$114.2M
Employees6
Clients10
DateOct 2023
Total AUM$379.2M
Discretionary$274.6M
Non-Disc.$104.6M
Employees6
Clients10
DateFeb 2023
Total AUM$379.2M
Discretionary$274.6M
Non-Disc.$104.6M
Employees6
Clients10
DateMar 2022
Total AUM$425.7M
Discretionary$327M
Non-Disc.$98.7M
Employees6
Clients10
DateFeb 2022
Total AUM$396.8M
Discretionary$300.8M
Non-Disc.$96M
Employees6
Clients10
DateOct 2021
Total AUM$396.8M
Discretionary$300.8M
Non-Disc.$96M
Employees6
Clients10
DateOct 2021
Total AUM$396.8M
Discretionary$300.8M
Non-Disc.$96M
Employees6
Clients10
DateJul 2021
Total AUM$396.8M
Discretionary$300.8M
Non-Disc.$96M
Employees6
Clients10
DateMar 2021
Total AUM$396.8M
Discretionary$300.8M
Non-Disc.$96M
Employees6
Clients10
DateMay 2020
Total AUM$382.1M
Discretionary$287.4M
Non-Disc.$94.6M
Employees6
Clients12
DateMar 2020
Total AUM$382.1M
Discretionary$287.4M
Non-Disc.$94.6M
Employees6
Clients12
DateMar 2019
Total AUM$344.4M
Discretionary$251.5M
Non-Disc.$92.8M
Employees6
Clients12
DateJan 2019
Total AUM$355.4M
Discretionary$269.7M
Non-Disc.$85.7M
Employees6
Clients13
DateMar 2018
Total AUM$355.4M
Discretionary$269.7M
Non-Disc.$85.7M
Employees6
Clients13
DateApr 2017
Total AUM$324.6M
Discretionary$246.5M
Non-Disc.$78.1M
Employees6
Clients650
DateFeb 2017
Total AUM$324.6M
Discretionary$246.5M
Non-Disc.$78.1M
Employees6
Clients650
DateJan 2017
Total AUM$302.1M
Discretionary$230.5M
Non-Disc.$71.5M
Employees6
Clients600
DateMay 2016
Total AUM$302.1M
Discretionary$230.5M
Non-Disc.$71.5M
Employees6
Clients600
DateFeb 2016
Total AUM$302.1M
Discretionary$230.5M
Non-Disc.$71.5M
Employees6
Clients600
DateFeb 2015
Total AUM$304.3M
Discretionary$243.2M
Non-Disc.$61.2M
Employees6
Clients600
DateFeb 2015
Total AUM$304.3M
Discretionary$243.2M
Non-Disc.$61.2M
Employees6
Clients600
DateMar 2014
Total AUM$266.1M
Discretionary$218M
Non-Disc.$48.1M
Employees7
Clients600
DateFeb 2013
Total AUM$206.5M
Discretionary$201.4M
Non-Disc.$5.1M
Employees7
Clients600
DateFeb 2013
Total AUM$206.5M
Discretionary$201.4M
Non-Disc.$5.1M
Employees7
Clients600
DateJun 2012
Total AUM$198M
Discretionary$182.5M
Non-Disc.$15.5M
Employees6
Clients600
DateMay 2012
Total AUM$198M
Discretionary$182.5M
Non-Disc.$15.5M
Employees6
Clients600
DateMay 2012
Total AUM$198M
Discretionary$182.5M
Non-Disc.$15.5M
Employees6
Clients600
DateFeb 2012
Total AUM$198M
Discretionary$182.5M
Non-Disc.$15.5M
Employees6
Clients600
DateJan 2012
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees6
Clients600
DateJan 2012
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees6
Clients600
DateJul 2011
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$153.8M
Discretionary$148.5M
Non-Disc.$5.3M
Employees10
Clients--
DateMar 2010
Total AUM$153.8M
Discretionary$148.5M
Non-Disc.$5.3M
Employees10
Clients--
DateMar 2009
Total AUM$121.2M
Discretionary$117M
Non-Disc.$4.2M
Employees10
Clients--
DateFeb 2007
Total AUM$154.9M
Discretionary$128.5M
Non-Disc.$26.5M
Employees10
Clients--
DateFeb 2006
Total AUM$156.9M
Discretionary$98.4M
Non-Disc.$58.5M
Employees5
Clients--
DateDec 2004
Total AUM$126.6M
Discretionary$82.7M
Non-Disc.$43.9M
Employees5
Clients--