Portfolio Logix, LLC

Portfolio Logix, LLC (CRD# 305082) is a financial advisory firm headquartered in Missoula, MT. They manage $29,673,489 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
415 N. Higgins Ave, Missoula, MT 59802
https://www.portfoliologix.biz
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $131,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, MT

Financial Advisors at Portfolio Logix, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore Heuchling, financial advisor Missoula MT
Theodore J. Heuchling
CRD#: 2108803
415 N. Higgins Ave, Missoula, MT 59802

Theodore Heuchling (CRD# 2108803) is an Investment Advisor Representative working at Portfolio Logix, LLC in Missoula, MT and has over 33 years of experience in the finance industry.

2
Laurel Farrell, financial advisor Missoula MT
Laurel L. Farrell
CRD#: 7650521
415 N. Higgins Ave, Missoula, MT 59802

Laurel Farrell (CRD# 7650521) is an Investment Advisor Representative working at Portfolio Logix, LLC in Missoula, MT and has over 30 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals