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Building 2PORTFOLIO DESIGN LABS, LLC

Map pinENCINO, CA
Phone310-755-0411
NotebookSEC #801-127598
Total AUM
$624.9M
Employees
5
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15760 VENTURA BLVD
SUITE 1700
ENCINO
CA 91436
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
310-755-0411

ReceiptFinancials

Total AUM
$624.9M
Accounts
593
Discretionary
$624.9M
Accounts
593
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$220.1M
HNW Individual Clients
97
AUM
$327.1M
Pension/Profit Sharing Plan Clients
9
AUM
$13.3M
Corporation or Business Clients
2
AUM
$64.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAILKSLANCNHNJORPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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