9635 Maroon Circle
Suite 100
Englewood, Colorado 80112
Tel: 877-335-7035
PORTFOLIO DESIGN ADVISORS, INC, formally registered with the SEC as PORTFOLIO DESIGN ADVISORS, INC. The firm was established in 01/19/2006. They have over 1 offices throughout the country.
PORTFOLIO DESIGN ADVISORS, INC. is a Englewood, Colorado based Financial Planning firm with nearly $38,421,817 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 137789 |
SEC# | 801-64971 |
Assets Managed by Firm | $38,421,817 |
No. of Clients | 160 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 160 | $38,421,817 |
Individuals (other than high net worth individuals) | 159 | $38,259,442 |
Charitable organizations | 1 | $162,375 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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