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PORTFOLIO DESIGN ADVISORS, INC.
PORTFOLIO DESIGN ADVISORS, INC.
ENGLEWOOD, Colorado
·
3 registered advisors
·
CRD# 137789
SEC# 801-64971
0
303-785-8470
01
Firm Overview
AUM
$39M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PORTFOLIO DESIGN ADVISORS, INC.
3 registered advisors
George Theodore Diachok
CENTENNIAL, Colorado
CRD# 66991
Jennifer Lynn Schuette
ENGLEWOOD, Colorado
CRD# 2759403
Wesley Lee Strode
CENTENNIAL, Colorado
CRD# 5080829
05
Office Locations
CENTENNIAL, Colorado
2 advisors
ENGLEWOOD, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. PORTFOLIO DESIGN ADVISORS, INC. (CRD# 137789) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.