Overview
Assets Under Management: $150 million
Headquarters: RIVER FALLS, WI
High-Net-Worth Clients: 20
Average Client Assets: $3.6 million
Frequently Asked Questions
PORTFOLIO DESIGN SERVICES, 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 #131506), PORTFOLIO DESIGN SERVICES, LLC is subject to fiduciary duty under federal law.
PORTFOLIO DESIGN SERVICES, LLC is headquartered in RIVER FALLS, WI.
PORTFOLIO DESIGN SERVICES, LLC serves 20 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, PORTFOLIO DESIGN SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PORTFOLIO DESIGN SERVICES, LLC manages $150 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, PORTFOLIO DESIGN SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.52%
Average Client Assets: $3.6 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 131506
Filing ID: 2046289
Last Filing Date: 2026-03-02 09:18:36