PORTFOLIO LOGIX, LLC

PORTFOLIO LOGIX, LLC of MISSOULA, MT is an SEC-registered investment adviser (CRD 305082). Regulatory assets under management: $39.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 305082
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search