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PORTFOLIO DESIGN SERVICES, LLC
540-400-0053
SEC #801-64898Total AUM
$61.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
540-400-0053
Financials
Total AUM
$61.1M
Accounts
453Discretionary
$61.1M
Accounts
453Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLVAVIWI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.