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Wesley Lee Strode

PORTFOLIO DESIGN ADVISORS, INC.·CENTENNIAL, Colorado
Unclaimed Profile
9055 EAST MINERAL CIRCLE, CENTENNIAL, CO 80122CRD# 5080829Firm CRD# 137789
01

About

Wesley Lee Strode is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with PORTFOLIO DESIGN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO DESIGN ADVISORS, INC.
PORTFOLIO DESIGN ADVISORS, INC.
AUM
$39M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PORTFOLIO DESIGN ADVISORS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5080829
Firm CRD# 137789
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wesley Lee Strode offer?
Wesley Lee Strode specializes in Investment Management, Fee-Only Advisory. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Wesley Lee Strode's credentials?
Wesley Lee Strode is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wesley Lee Strode located?
Wesley Lee Strode is based in CENTENNIAL, Colorado, working with PORTFOLIO DESIGN ADVISORS, INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Wesley Lee Strode charge for services?
Wesley Lee Strode's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO DESIGN ADVISORS, INC.?
PORTFOLIO DESIGN ADVISORS, INC. has approximately 4 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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George Theodore Diachok
CENTENNIAL, CO
Jennifer Lynn Schuette
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Nearby cities in Colorado
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Research
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