PORTFOLIO DESIGN ADVISORS, INC.
  • PORTFOLIO DESIGN ADVISORS, INC.
  • GWM HOLDINGS, INC.
  • SELECTONE
  • SELECT ONE
  • PORTFOLIO DESIGN ADVISORS
  • PORTFO;LIO DESIGN ADVISORS, INC.

Adviser Profile

As of Date 07/04/2024
Registration status Terminated
ADV Location CENTENNIAL, CO, United States
Contact Info 877 xxxxxxx
Websites
AUM* 38,926,073 1%
of that, discretionary 38,926,073 1%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 247,937 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

79M 68M 57M 45M 34M 23M 11M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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