Creative Financial Designs, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$2.9B

Discretionary

$2.9B

99% of AUM

Avg account

$196K

Accounts

15,029

Employees

170

Advisory reps

164

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

FINTRX

Overview

Creative Financial Designs, Inc. is a corporation registered with the SEC in 2001 that provides advisory services to individuals, families and institutions. The firm offers a mix of financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, periodic publications and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly, subscription and fixed fees. Creative Financial Designs maintains relationships with broker-dealers, accountants, insurance companies and real estate brokers as part of its service and distribution network. The firm is not identified as an active ESG investor.