Design Life's Journey, LLC
Firm details
- Headquarters
- ,
- CRD number
- 304112
- Website
- www.designlifesjourney.com
- 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 an independent registered investment adviser organized as a limited liability company with an individual owner. The firm serves individual and family clients and positions itself around financial planning and discretionary portfolio management for individuals and small businesses. It also produces periodicals or newsletters and runs educational seminars and workshops. Revenue is generated primarily through percentage-of-AUM and fixed-fee arrangements. The firm is identified as engaging in other financial product sales and has an insurance company industry affiliation. It does not list itself 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 Equities80%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Deborah Matz
CEOCRD 2998188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations