Design Life's Journey, LLC
Firm details
- Headquarters
- ,
- CRD number
- 304112
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Design Life's Journey, LLC is a small, independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm’s client focus is individual and family households; it provides financial planning and portfolio management for individuals and small businesses and supplements advisory work with publications and educational seminars. It also engages in other financial product sales. Compensation combines percentage-of-AUM fees with fixed-fee arrangements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser on its filing.
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 Equities80%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations