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
By the Numbers
-
Total Assets Under Management30MILLION
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Total Number of Accounts225ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, MT
Financial Advisors at Portfolio Logix, LLC
1
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 (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.
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