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PORTFOLIO LOGIX, LLC
CRD 305082
415 N. HIGGINS AVE, MISSOULA, MT, 59802, United States
Phone
406-552-4507
Fax
406-721-8670
Registration
— (—)
Source
State registered
Total AUM
$39.5M
Discretionary AUM
$20.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $12.3M |
| High net worth individuals | 40 | $26.8M |
Official SEC filing: View on IAPD