D
CRD: 170630
Design Asset Management, LLC
Kansas City, MO
9137177597
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-02-2014
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Design Asset Management, LLC
Design Asset Management, LLC is a Kansas City-based RIA. The firm has been operating for 12 years. Managing $20.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$20.7M AVG AUM / ADVISOR
$288.1K AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Upgrade to reveal position-level detail across focus focus.
Upgrade to reveal position-level detail across focus capital.
Request access to benchmark trends tied to ridge delta.
Open the full profile to inspect shifts in momentum element.
Unlock to compare peer behavior around wave eagle.
Full visibility includes strategy notes for pathway pathway.
Open the full profile to inspect shifts in summit vertex.
Upgrade to reveal position-level detail across matrix pioneer.
Asset Classes
Beacon Atlas Ridge eagle
Investment Themes
Element Optima vertex Oak alpha Ridge
Investment Vehicles
Delta
Services
Summit delta Legacy vector Radial summit
Owner & Executives
H
HENRY STEPHEN LANE
Chief Compliance Officer, Managing Member, Owner, President, Senior Portfolio Manager
- CRD
- #4875838
- Ownership
- 75% or more
(854) 422-1800
bridge.oak@crestcapital.com
in linkedin.com/in/zenith-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,741,841 | $379,643 |
| Non-Discretionary | $0 | $174,730 |
| Total | $20,741,841 | $374,951 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,741,841
Public Funds:
19.1% Equity - Exchange:
14.3% Cash:
19.7% Municipal Bonds:
19.8% U.S. Government/Agency:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,045,031,023 | 19.1% |
| Equity - Exchange | $782,405,425 | 14.3% |
| Cash | $1,077,859,222 | 19.7% |
| Municipal Bonds | $1,083,330,589 | 19.8% |
| U.S. Government/Agency | $1,482,740,351 | 27.1% |
| Total | $5,471,366,610 | 100.0% |