Portfolio Design Labs, LLC
Firm details
- Headquarters
- Encino, California
- CRD number
- 318127
- Registered since
- April 6, 2023
- Website
- www.portfoliolabs.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI52.35%
- Individuals35.22%
- Corporations / Businesses10.31%
- Pension & Profit Sharing Plans2.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Portfolio Design Labs, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and serves both individual/family and institutional clients, with advisory work focused on portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and can include performance-based arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$141M in ETFs
85%
$119M
8%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $36.6M | 96,130 | 25.98% |
Location
Encino, CA
Los Angeles
Location
Encino, CA
Headquartered in Encino, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15760 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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