Financial Designs Corporation
Financial Designs Corporation is an SEC-registered mass-market adviser in Claremont, CA with $507.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Designs Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 14829, SEC 801-49374, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $507.9M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Claremont, CA
- Employees
- 6
- Clients
- 516
- CRD
- 14829
- Ownership
- BILECKI, RONALD ALLAN; BILECKI, JUDY ANN; BILECKI, SEAN PAUL; PAVAN, NINO GABRIEL; RONALD A. BILECKI & JUDY A. BILECKI, TTEES OF THE 2002 BILECKI FAMILY TRUST, DATED 8-27-02
How much AUM does Financial Designs Corporation have?
Financial Designs Corporation reported $507.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Financial Designs Corporation?
Disclosed owners and executives of Financial Designs Corporation include BILECKI, RONALD ALLAN, BILECKI, JUDY ANN, BILECKI, SEAN PAUL, PAVAN, NINO GABRIEL, RONALD A. BILECKI & JUDY A. BILECKI, TTEES OF THE 2002 BILECKI FAMILY TRUST, DATED 8-27-02. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.