Portfolio Design Services, LLC
Portfolio Design Services, LLC is an SEC-registered mass-market adviser in River Falls, WI with $149.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Portfolio Design Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131506, SEC 801-80561, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $149.7M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- River Falls, WI
- Employees
- 4
- Clients
- 256
- CRD
- 131506
- Ownership
- SWANSON, BRUCE, DAVID; Swanson, Julie, Ellen; OLSON, BRADLEY, COLE; Tille, Angela, Kay
How much AUM does Portfolio Design Services, LLC have?
Portfolio Design Services, LLC reported $149.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Portfolio Design Services, LLC?
Disclosed owners and executives of Portfolio Design Services, LLC include SWANSON, BRUCE, DAVID, Swanson, Julie, Ellen, OLSON, BRADLEY, COLE, Tille, Angela, Kay. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.