| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Kay Tille Control | Chief Compliance Officer | Under 5% | 2024 |
| Bradley Cole Olson Control | Managing Member & Research Manager | Over 75% | 2021 |
| Bruce David Swanson Control | Member | 10-25% | 2024 |
Portfolio Design Services, LLC reports $138.2 million in regulatory assets under management on its Form ADV.
Portfolio Design Services, LLC reports 5 employees.
Portfolio Design Services, LLC is based in River Falls, WI and has been SEC-registered since 2014.
Portfolio Design Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 122 N. 2nd Street, River Falls, WI 54022 |
| Phone | 715-629-9095 |
| Fax | 540-400-0054 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $138.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $138.2M |