Creative Financial Designs, Inc.
Firm details
- Headquarters
- Kokomo, Indiana
- CRD number
- 109032
- Registered since
- April 19, 2001
- Website
- creativefinancialdesigns.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals69.69%
- HNWI28.61%
- Pension & Profit Sharing Plans0.73%
- Corporations / Businesses0.64%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Creative Financial Designs, Inc. is an independent registered investment adviser organized as a corporation. The firm is SEC-registered and has been registered since 2001. Its client mix includes individual and family clients as well as institutional relationships, and the firm delivers a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Creative Financial Designs also publishes periodicals or newsletters as part of its client communications. The firm uses multiple fee arrangements—percentage of AUM, hourly billing, subscription fees and fixed fees—allowing flexibility across client engagements. It maintains industry relationships with broker-dealers, accounting firms, insurance companies and real estate brokers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,390Active vs passive
$2.1B in ETFs
68%
$1.4B
23%
$671M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $92.5M | 428,293 | 4.41% |
Location
Kokomo, IN
Howard
Location
Kokomo, IN
Headquartered in Kokomo, IN, anchoring the Kokomo-Peru, IN metro in the Midwest.
- Metro area
- Kokomo-Peru, IN
- Region
- Midwest
- County
- Howard
- Address
- 2704 S Goyer Rd
- Time zone
- ET (UTC-5)
- Office locations
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