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Home > Retirement Planners > california > encino > PORTFOLIO DESIGN LABS, LLC
PORTFOLIO DESIGN LABS, LLC
15760 Ventura Blvd
Suite 1700
Encino, California 91436
Tel: 310-755-0411
About PORTFOLIO DESIGN LABS, LLC
PORTFOLIO DESIGN LABS, LLC, formally registered with the SEC as PORTFOLIO DESIGN LABS, LLC. The firm was established in 04/06/2023. They have over 1 offices throughout the country.
PORTFOLIO DESIGN LABS, LLC is a Encino, California based Financial Planning firm with nearly $276,199,398 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318127 |
| SEC# | 801-127598 |
| Assets Managed by Firm | $276,199,398 |
| No. of Clients | 329 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 329 | $276,199,398 |
| Individuals (other than high net worth individuals) | 204 | $101,039,285 |
| High net worth individuals | 90 | $171,788,019 |
| Pension and profit sharing plans | 1 | $1,305,192 |
| Charitable organizations | 1 | $2,066,902 |
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