I
CRD: 163070
Investments BY Design, INC
Galena, IL, 61036
8157769095
$45.9M Total AUM
$45.9M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2012
- Office Locations
- 1
Office Locations
612 Spring Street Galena IL
About Investments BY Design, INC
Investments BY Design, INC is a Galena-based RIA. The firm has been operating for 14 years. Managing $45.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$45.9M AVG AUM / ADVISOR
$595.5K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Pathway frontier
Investment Themes
Unison value Meridian
Investment Vehicles
Momentum
Services
Pioneer Pioneer Unison vertex Legacy Horizon Crest prime Delta vital North
Owner & Executives
J
JOHN MICHAEL ANDERSON
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5103781
- Ownership
- 75% or more
(734) 608-7420
crest.atlas@elementcapital.com
in linkedin.com/in/pioneer-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,856,816 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,856,816 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,856,816
Sovereign Bonds:
17.4% Equity - Exchange:
11.5% Municipal Bonds:
17.1% Public Funds:
14.8% Corporate - Investment Grade:
13.0% Cash:
14.3% U.S. Government/Agency:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Sovereign Bonds | $257,290,325 | 17.4% |
| Equity - Exchange | $170,048,203 | 11.5% |
| Municipal Bonds | $252,854,284 | 17.1% |
| Public Funds | $218,844,644 | 14.8% |
| Corporate - Investment Grade | $192,228,403 | 13.0% |
| Cash | $211,451,244 | 14.3% |
| U.S. Government/Agency | $175,962,923 | 11.9% |
| Total | $1,478,680,026 | 100.0% |