PORTFOLIO DESIGN SERVICES, LLC

RIVER FALLS, Wisconsin·3 registered advisors·CRD# 131506

SEC# 801-805611715-629-9095

01

Firm Overview

AUM

$122M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PORTFOLIO DESIGN SERVICES, LLC

3 registered advisors

Angela Kay Tille

RIVER FALLS, Wisconsin

Bradley Cole Olson

RIVER FALLS, Wisconsin

Bruce David Swanson

RIVER FALLS, Wisconsin

05

Office Locations

RIVER FALLS, Wisconsin

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Data sourced from SEC Form ADV filings. PORTFOLIO DESIGN SERVICES, LLC (CRD# 131506) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.