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 10 states (or territories).

Current Firm Details
15760 Ventura Blvd, Suite 1700, Encino, CA 91436
By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, GA, NC, PA, SC, TX, VA

Financial Advisors at Portfolio Design Labs, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Thomas, financial advisor Encino CA
Jason T. Thomas
CRD#: 4262931
15760 Ventura Blvd, Suite 1700, Encino, CA 91436

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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