PORTFOLIO DESIGN LABS, LLC

ENCINO, California·1 registered advisor·CRD# 318127
SEC# 801-1275980310-755-0411
01

Firm Overview

AUM
$276M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at PORTFOLIO DESIGN LABS, LLC

1 registered advisor
Jason Terrance Thomas
ENCINO, California
05

Office Locations

ENCINO, California
1 advisor

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Data sourced from SEC Form ADV filings. PORTFOLIO DESIGN LABS, LLC (CRD# 318127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.