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Julie Ellen Swanson

MemberPortfolio Design Services, LLCCRD 7521299

About Julie Ellen Swanson

Julie Ellen Swanson is listed as Member at Portfolio Design Services, LLC in River Falls, WI. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Portfolio Design Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julie Ellen Swanson work?

Julie Ellen Swanson is listed as Member at Portfolio Design Services, LLC on SEC Form ADV.

How much of Portfolio Design Services, LLC does Julie Ellen Swanson own?

Form ADV reports a beneficial ownership band of 10-25%.

Portfolio Design Services, LLC

TitleMember
Ownership10-25%
Control personNo
Since2021