Portfolio Design Services, LLC
● SEC registered since 2014CRD 131506SEC# 801-80561River Falls, WI
Reg. AUM
$149.7M
Employees
4
Accounts
256
Location
River Falls, WI
Portfolio Design Services, LLC assets under management
Portfolio Design Services, LLC operates as an SEC-registered investment adviser based in River Falls, WI. The firm has been registered since 2014. It reports $149.7 million in regulatory assets under management and employs 4 people.
Portfolio Design Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Kay Tille Control | Chief Compliance Officer | Under 5% | 2024 |
| Bradley Cole Olson Control | Managing Member & Research Manager | Over 75% | 2021 |
| Bruce David Swanson Control | Member | 10-25% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Portfolio Design Services, LLC manage?
Portfolio Design Services, LLC reports $149.7 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Design Services, LLC have?
Portfolio Design Services, LLC reports 4 employees.
Where is Portfolio Design Services, LLC located?
Portfolio Design Services, LLC is based in River Falls, WI and has been SEC-registered since 2014.
Does Portfolio Design Services, LLC disclose fund performance?
Portfolio Design Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 122 N. 2nd Street, River Falls, WI 54022 |
| Phone | 715-629-9095 |
| Fax | 540-400-0054 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.7M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$149.7Mregulatory AUM
Discretionary $149.7M