Portfolio Design Labs, LLC
Portfolio Design Labs, LLC (CRD# 318127) is a financial advisory firm headquartered in Encino, CA. They manage $276,199,398 in 329 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
Portfolio Design Labs, LLC
By the Numbers
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Total Assets Under Management276MILLION
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Total Number of Accounts329ACCOUNTS
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Average Account Value$839,512
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, DE, FL, GA, IL, NC, PA, SC, TX, VA
Financial Advisors at Portfolio Design Labs, LLC
1
Jason Thomas (CRD# 4262931) is an Investment Advisor Representative working at Portfolio Design Labs, LLC in Encino, CA and has over 23 years of experience in the finance industry.
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