Overview
Assets Under Management: $502 million
Headquarters: ENCINO, CA
High-Net-Worth Clients: 139
Average Client Assets: $2 million
Frequently Asked Questions
PORTFOLIO DESIGN LABS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318127), PORTFOLIO DESIGN LABS, LLC is subject to fiduciary duty under federal law.
PORTFOLIO DESIGN LABS, LLC is headquartered in ENCINO, CA.
PORTFOLIO DESIGN LABS, LLC serves 139 high-net-worth clients according to their SEC filing dated June 27, 2025. View client details ↓
According to their SEC Form ADV, PORTFOLIO DESIGN LABS, LLC offers portfolio management for individuals. View all service details ↓
PORTFOLIO DESIGN LABS, LLC manages $502 million in client assets according to their SEC filing dated June 27, 2025.
According to their SEC Form ADV, PORTFOLIO DESIGN LABS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 481
Discretionary Accounts: 481
Regulatory Filings
CRD Number: 318127
Filing ID: 2000622
Last Filing Date: 2025-06-27 16:03:00
Website: https://portfoliolabs.com