PORTFOLIO DESIGN SERVICES, LLC
Tel: 715-629-9095 122 N. 2nd Street River Falls, Wisconsin 54022
About PORTFOLIO DESIGN SERVICES, LLC
PORTFOLIO DESIGN SERVICES, LLC is a River Falls, Wisconsin based financial advisory firm with nearly $138,231,769 in assets under management and provides investment advisory services for 508 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
131506
Firm SEC#:
801-80561
Assets Under Management:
$138,231,769
No. of Clients:
508
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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