# PORTFOLIO LOGIX, LLC

PORTFOLIO LOGIX, LLC of MISSOULA, MT is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 305082
- Type: SEC-registered investment adviser
- Location: 415 N. HIGGINS AVE, MISSOULA, MT, 59802
- Phone: 406-552-4507
- Latest filing: 2026-03-18
- Regulatory AUM: $39.5M
- Discretionary AUM: $20.4M
- Non-discretionary AUM: $19.0M
- Clients: 2
- Accounts: 245

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305082/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305082/similar
- Related entities: https://search.stillhousedata.com/firm/305082/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305082

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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.