Resource Design

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

1616 17th St Ste 568, Denver, Colorado, ...

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Resource Design

Resource Design, Inc. specializes in financial planning for mid-career families with equity compensation, such as RSUs, ISOs, and NQSOs. The company offers services that help clients navigate their financial lives, including investment management and tax planning. Their target clients are families looking to manage their equity compensation while making significant life decisions, such as buying a home or adjusting work-life balance. Based in Fort Collins, Colorado, Resource Design is a licensed investment advisor registered in multiple states.Explore more
Popular SearchesResource Design IncSIC Code 62,628NAICS Code 52,523Show more

Resource Design Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Resource Design

$5.2M
11-50
Private
-
1986
<$5M
11-50
Private
-
2014
TR
Taylor RoncancioFounder & CEO & Chief Information Officer
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
1984
SH
Stephen HolmesExecutive Vice President
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2011
RW
Richard WelchPresident & Wealth Advisor & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

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Activity Insights

Resource Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Resource Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Resource Design.

Resource Design Tech Stack

A closer look at the technologies used by Resource Design

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Frequently Asked Questions Regarding Resource Design

What is Resource Design's official website?
Resource Design's official website is www.resourcedesign.com
What is Resource Design's Revenue?
Resource Design's revenue is $5.2 Million
What is Resource Design's SIC code?
Resource Design's SIC: 62,628
What is Resource Design's NAICS code?
Resource Design's NAICS: 52,523
How many employees does Resource Design have?
Resource Design has 11-50 employees
What industry does Resource Design belong to?
Resource Design is in the industry of: Finance, Securities Trading
What is Resource Design competition?
Resource Design top competitors include: Journey Capital Advisers, Quantumvest, Telos Capital Management, Academy Wealth Advisers
What technology does Resource Design use?
Some of the popular technologies that Resource Design uses are: NS1, MailChimp, Squarespace Online Stores, Adobe Typekit
What does Resource Design do?

Resource Design, Inc. specializes in financial planning for mid-career families with equity compensation, such as RSUs, ISOs, and NQSOs. The company offers services that help clients navigate their financial lives, including investment management and tax planning. Their target clients are families looking to manage their equity compensation while m... aking significant life decisions, such as buying a home or adjusting work-life balance. Based in Fort Collins, Colorado, Resource Design is a licensed investment advisor registered in multiple states.Read More

Is Resource Design a public company?
Resource Design is private company therefore does not currently have an official ticker symbol
See more information about Resource Design

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