PORTFOLIO DESIGN LABS, LLC
SEC Form ADV profile.
Total regulatory AUM
$624,940,280
Discretionary
$624,940,280
Non-discretionary
$0
Firm details
- CRD number
- 318127
- SEC file number
- 801-127598
- Main office
- ENCINO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.portfoliolabs.com/
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.