PORTFOLIO DESIGN SERVICES, LLC

122 N. 2nd Street
River Falls, Wisconsin 54022
Tel: 715-629-9095

About PORTFOLIO DESIGN SERVICES, LLC

PORTFOLIO DESIGN SERVICES, LLC, formally registered with the SEC as PORTFOLIO DESIGN SERVICES, LLC. The firm was established in 11/13/2014. They have over 2 offices throughout the country.

PORTFOLIO DESIGN SERVICES, LLC is a River Falls, Wisconsin based Financial Planning firm with nearly $138,231,769 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131506
SEC#	801-80561
Assets Managed by Firm	$138,231,769
No. of Clients	508
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	508	$138,231,769
Individuals (other than high net worth individuals)	243	$36,696,253
High net worth individuals	17	$54,468,127
Pension and profit sharing plans	Fewer than 5 clients	$46,189,657
Charitable organizations	Fewer than 5 clients	$342,473
Corporations or other businesses	Fewer than 5 clients	$535,259

More Retirement Planning firms in River Falls, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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