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BY DESIGN FINANCIAL PLANNING
By Design Financial Planning is an independent RIA offering personalized financial planning and wealth management for individuals and families.
BY DESIGN FINANCIAL PLANNING
BY DESIGN FINANCIAL PLANNING is an SEC-registered investment adviser in GREENSBORO, NC. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at By Design Financial Planning?
No named principals or investment committee members are publicly identified for By Design Financial Planning. The firm operates as an RIA, meaning investment decisions are typically made by a designated advisor or team, but specific names are not available in public records.
How does By Design Financial Planning source proprietary deal flow?
As a financial planning and wealth management firm, By Design Financial Planning likely sources investment opportunities through standard market channels, including third-party managers, research, and client relationships. There is no public evidence of proprietary deal origination capabilities.
Is By Design Financial Planning structured as a single family office or does it operate more like a venture firm?
By Design Financial Planning is structured as an independent registered investment advisor (RIA), not as a family office or venture capital firm. Its operating model centers on providing financial planning and wealth management services to individual clients.
Does By Design Financial Planning participate in fund commitments or only direct deals?
There is no public information indicating that By Design Financial Planning participates in fund commitments or direct deals. The firm's disclosed focus on financial planning suggests it primarily manages client assets through traditional investment vehicles rather than making direct private investments.
What investment stages does By Design Financial Planning typically target?
By Design Financial Planning does not publicly disclose specific investment stage targets. Given its financial planning orientation, the firm likely focuses on growth and preservation across traditional asset classes rather than a specific stage-focused approach.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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