# PORTFOLIO DESIGN ADVISORS, INC.

PORTFOLIO DESIGN ADVISORS, INC. of ENGLEWOOD, CO is an SEC-registered investment adviser.

## Registration

- CRD: 137789
- Type: SEC-registered investment adviser
- SEC file number: 801-64971
- Location: 9635 MAROON CIRCLE, SUITE 100, ENGLEWOOD, CO, 80112
- Phone: 877-335-7035
- Latest filing: 2024-03-28
- Regulatory AUM: $38.9M
- Discretionary AUM: $38.9M
- Clients: 4
- Accounts: 157

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| BAKER DOUGLAS WARREN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DIACHOK RUSSELL RHINE | PRESIDENT; SHAREHOLDER | — |
| DIACHOK GEORGE THEODORE | SHAREHOLDER | — |
| RAGER DEAN ALLEN | PRESIDENT; PROGRAM DIRECTOR | — |
| KELLEY PHILIP SHERIDAN | PORTFOLIO MANAGER | — |
| SCHEFFY ELGONDE MAGDALENA | CHIEF COMPLIANCE OFFICER | — |
| PATTAVINA JENNIFER LYNN | CHIEF COMPLIANCE OFFICER | — |
| ATLAS MICHELLE MARIE | NATIONAL SALES MANAGER | — |
| STRODE WESLEY LEE | PORTFOLIO MANAGER | — |
| SCHUETTE JENNIFER LYNN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137789/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137789/similar
- Related entities: https://search.stillhousedata.com/firm/137789/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137789

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.