|
⚲
|
| Portfolio Design Services LLC
✚
| |
|---|---|
| CRD # | 131506 |
| SEC # | 801-80561 |
| CIK # | |
| AUM | $122.1 MM (2024-03-12) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 715-629-9095 |
| Address | 122 N 2nd Street River Falls, WI 54022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 34.5 |
| (b) Individuals (high net worth individuals) | 15 | 45.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 41.7 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 439 | 122.1 |
| By Discretionary | ||
| Discretionary | 439 | 122.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 439 | 122.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.1 | |
| Total | 439 | 122.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vestpointe Wealth Management LLC
✚
|
AZ | 0.1 |
|
Four Tree Island Advisory LLC
✚
|
NH | 0.1 |
|
LCR Wealth Management LLC
✚
|
CT | 0.1 |
|
TNT Asset Management LLC
✚
|
TX | 0.1 |
|
Bautis Financial LLC
✚
|
NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
CO | 0.1 |
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
Balanced Asset Strategies Ltd
✚
|
IL | 0.1 |
|
Dimensions Wealth Management LLC
✚
|
CA | 0.1 |