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Building 2PORTFOLIO DESIGN SERVICES, LLC

Map pinRIVER FALLS, WI
Phone715-629-9095
NotebookSEC #801-80561
Total AUM
$149.7M
Employees
4
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 N. 2ND STREET
RIVER FALLS
WI 54022
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
715-629-9095
Other Offices
1

ReceiptFinancials

Total AUM
$149.7M
Accounts
256
Discretionary
$149.7M
Accounts
256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
233
AUM
$44.5M
HNW Individual Clients
20
AUM
$72.7M
Pension/Profit Sharing Plan Clients
2
AUM
$32.3M
Charitable Organization Clients
1
AUM
$279.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMNTXVAVIWI

HandshakeAffiliates

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

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