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TRADEWAY

Legal name: DESIGNER TECHNOLOGIES, INC.

CRD 281879File 801-107518
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$89.2M
Bottom 25% of cohort (national)
Discretionary AUM
$89.2M
Clients
611
1,019 accounts
Employees
36

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

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 typeClientsAUM
High net worth individuals10$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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.