TRADEWAY

Legal name: DESIGNER TECHNOLOGIES, INC.

CRD 281879File 801-107518

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$89.2M

Bottom 25% of cohort (national)

Discretionary AUM

$89.2M

Clients

611

1,019 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Apr 15, 2016
Principal office: Not reported
Phone: 877-777-0703
Website: HTTPS://WWW.TRADEWAY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $89.2M
Discretionary AUM: $89.2M
Non-discretionary AUM: $0
Discretionary accounts: 1,019
Non-discretionary accounts: 0
Total accounts: 1,019
AUM per client: $146K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	10	$14.8M
Individuals (other than high net worth individuals)	601	$74.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Subscription fees
A percentage of assets under your management

Advisory activities

Other
Publications
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	40	36	decreased by4
Apr 1, 2026	Clients	1,082	611	decreased by471
Apr 1, 2026	AUM	$91,179,549	$89,228,820	decreased by$1,950,729
Apr 1, 2026	Accounts	1,081	1,019	decreased by62
May 1, 2025 vs Oct 1, 2022	Employees	26	40	increased by14
May 1, 2025 vs Oct 1, 2022	Clients	5,575	1,082	decreased by4,493
May 1, 2025 vs Oct 1, 2022	AUM	$40,467,039	$91,179,549	increased by$50,712,510
May 1, 2025 vs Oct 1, 2022	Accounts	375	1,081	increased by706
Jul 1, 2022	Clients	5,200	5,575	increased by375
Jul 1, 2022	AUM	$0	$40,467,039	increased by$40,467,039
Jul 1, 2022	Accounts	0	375	increased by375
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TRADEWAY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRADEWAY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.