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PORTFOLIO DESIGN LABS, LLC

Tel: 310-755-0411
15760 Ventura Blvd
Suite 1700
Encino, California  91436

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PORTFOLIO DESIGN LABS, LLC

PORTFOLIO DESIGN LABS, LLC is a Encino, California based financial advisory firm with nearly $276,199,398 in assets under management and provides investment advisory services for 329 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

318127

SEC#:

801-127598

No. of Clients:

329

Assets under Management

$276,199,398

No. of Advisors:

4

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