Portfolio Design Services, LLC

RIASEC Registered

Total AUM

$160M

Discretionary

$160M

100% of AUM

Avg account

$302K

Accounts

530

Employees

Advisory reps

Firm details

Headquarters: River Falls, Wisconsin
CRD number: 131506
Registered since: November 13, 2014
Website: pdsadvisers.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.95%
Individuals34.79%
Pension & Profit Sharing Plans22.11%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Portfolio Design Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration effective 2014) and serves both individual and family clients as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and other businesses or institutions, and the firm also lists pension consulting among its services. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm is not identified as an active ESG investor.