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| Portfolio Design Advisors Inc
✚
| |
|---|---|
| CRD # | 137789 |
| SEC # | 801-64971 |
| CIK # | |
| AUM | $38.9 MM (2024-03-28) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 303-785-8470 |
| Address | 9635 Maroon Circle Englewood, CO 80112 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 38.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 38.9 |
| By Discretionary | ||
| Discretionary | 157 | 38.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 38.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 38.6 | |
| Total | 157 | 38.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
Success Wealth Management LLC
✚
|
PA | 0.0 |
|
Southwestern Money Management LLC
✚
|
TX | 0.0 |
|
Trowbridge Capital Partners LLC
✚
|
NY | 0.0 |
|
Magnifina LLC
✚
|
NY | 0.0 |
|
Myra Advisors LLC
✚
|
NY | 0.0 |
|
R & R Financial Planners Inc
✚
|
NY | 0.0 |
|
Personal Asset Strategies Inc
✚
|
NY | 0.0 |
|
Bill Losey Retirement Solutions LLC
✚
|
NY | 0.0 |
|
Birch Wealth Inc
✚
|
NY | 0.0 |