PORTFOLIO DESIGN LABS, LLC
Total AUM
$624.9M
Employees
5Clients
357Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15760 VENTURA BLVD
SUITE 1700
ENCINO
CA 91436
United States
SUITE 1700
ENCINO
CA 91436
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
310-755-0411
Financials
Total AUM
$624.9M
Accounts
593Discretionary
$624.9M
Accounts
593Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
249AUM
$220.1M
HNW Individual Clients
97AUM
$327.1M
Pension/Profit Sharing Plan Clients
9AUM
$13.3M
Corporation or Business Clients
2AUM
$64.4M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACODEFLGAILKSLANCNHNJORPASCTXVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.