Creative Financial Designs is an investment advisor in Kokomo with $1.92 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
351602583
SEC advisor number
801-60153
FINRA CRD number
109032
AUM ?
$2.08 bn
(as of 25 Mar 24)
Accounts
12,377
(as of 25 Mar 24)
Employees
152
(152 investment advisory or research)
Address
Creative Financial Designs
2704 S. GOYER RD
KOKOMO
IN 46902
2704 S. GOYER RD
KOKOMO
IN 46902
Phone
3174539600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21