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PORTFOLIO DESIGN LABS, LLC
CRD 318127 · SEC 801-127598
15760 VENTURA BLVD, SUITE 1700, ENCINO, CA, 91436, United States
Phone
310-755-0411
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$624.9M
Discretionary AUM
$624.9M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $220.1M |
| High net worth individuals | 97 | $327.1M |
| Pension/profit sharing plans | 9 | $13.3M |
| Corporations/business entities | 2 | $64.4M |
States served
AZ, CA, CO, DE, GA, IL, KS, LA, NJ, NC, OR, PA, SC, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD