FINANCIAL DESIGN GROUP, LLC
CRD #316103 SEC #801-134407 LAVISTA, NE 402-509-2250
SEC Registered
Total AUM
$109.8M
Discretionary
$109.8M
Employees
3
Clients
0
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $109.8M | $109.8M | $0 | 3 | 6 |
| Aug 2025 | $109.8M | $109.8M | $0 | 3 | 6 |
DateOct 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients6
DateAug 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients6