PORTFOLIO DESIGN SERVICES, LLC of RIVER FALLS, WI is an SEC-registered investment adviser (CRD 131506). Regulatory assets under management: $149.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Julie Ellen Swanson | MEMBER | — |
| Bruce David Swanson | MEMBER | — |
| Bradley Cole Olson | MANAGING MEMBER & RESEARCH MANAGER | — |
| Angela Kay Tille | CHIEF COMPLIANCE OFFICER | — |
| SWANSON BRUCE DAVID | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| OLSON BRADLEY COLE | MANAGING MEMBER & RESEARCH MANAGER; RESEARCH MANAGER | — |
| Swanson Julie Ellen | MEMBER | — |
| Tille Angela Kay | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ROANOKE | VA | 1 | 540-400-0053 |
| ROANOKE | VA | 1 | 540-400-0053 |