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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portfolio Design Services LLC
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|---|---|
| CRD # | 131506 |
| SEC # | 801-80561 |
| CIK # | |
| AUM | $138.2 M (2025-02-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 715-629-9095 |
| Address | 122 N 2nd Street River Falls, WI 54022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 36.7 |
| (b) Individuals (high net worth individuals) | 17 | 54.5 |
| (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 | 46.2 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 138.2 |
| By Discretionary | ||
| Discretionary | 508 | 138.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 508 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 138.0 | |
| Total | 508 | 138.2 |
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|---|---|---|
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Phil A Younker & Associates Ltd
✚
|
0.1 | |
|
Crosspoint Financial LLC
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CA | 0.1 |
|
Price Financial Group Wealth Management Inc
✚
|
OR | 0.1 |
|
AIM Advisors LLC
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NC | 0.1 |
|
Masterpiece Capital LLC
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|
TX | 0.1 |
|
Lake Avenue Financial LLC
✚
|
CA | 0.1 |
|
CLIO Asset Management LLC
✚
|
VA | 0.1 |
|
Greenway Financial LLC
✚
|
MI | 0.1 |
|
Grand Strategy Capital LLC
✚
|
VA | 0.1 |