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PORTFOLIO DESIGN SERVICES, LLC
CRD 131506 · SEC 801-80561
122 N. 2ND STREET, RIVER FALLS, WI, 54022, United States
Phone
715-629-9095
Fax
540-400-0054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.7M
Discretionary AUM
$149.7M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $44.5M |
| High net worth individuals | 20 | $72.7M |
| Pension/profit sharing plans | 2 | $32.3M |
| Charitable organizations | 1 | $280K |
States served
CA, CO, IL, MN, VA, WI, VI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD