Investment adviser · CRD 116167
FINANCIAL DESIGNS OF VIRGINIA, INC.
Investment adviser filing (IA)
VIRGINIA BEACH, VA, United States · Form ADV filed Jul 6, 2012
- Regulatory AUM
- $56M Form ADV · Item 5.F
- Client accounts
- 136 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Market timing · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
5041 CORPORATE WOODS DRIVE, SUITE 240VIRGINIA BEACH, VA, 23462, United States
CRD 116167
Filing source
Form ADV 658300 · Jul 6, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.