PORTFOLIO DESIGN SERVICES, LLC
CRD #131506 SEC #801-80561 RIVER FALLS, WI 715-629-9095
SEC Registered
Total AUM
$138.2M
Discretionary
$138.2M
Employees
5
Clients
51
Accounts
508
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $138.2M | $138.2M | $0 | 5 | 0 |
| Mar 2024 | $122.1M | $122.1M | $0 | 5 | 0 |
| Mar 2024 | $122.1M | $122.1M | $0 | 5 | 0 |
| May 2023 | $107.2M | $107.2M | $0 | 5 | 5 |
| May 2023 | $107.2M | $107.2M | $0 | 5 | 5 |
| Mar 2023 | $107.2M | $107.2M | $0 | 5 | 5 |
| Sep 2022 | $125.3M | $125.3M | $0 | 5 | 5 |
| Mar 2022 | $125.3M | $125.3M | $0 | 5 | 5 |
| Mar 2021 | $118.3M | $118.3M | $0 | 5 | 0 |
| Jun 2020 | $138.4M | $138.4M | $0 | 6 | 0 |
| Mar 2020 | $138.4M | $138.4M | $0 | 6 | 0 |
| Mar 2019 | $107.3M | $107.3M | $0 | 5 | 0 |
| Mar 2018 | $137.5M | $137.5M | $0 | 6 | 0 |
| Mar 2017 | $98.5M | $98.5M | $0 | 5 | 300 |
| Mar 2016 | $91.2M | $91.2M | $0 | 5 | 300 |
| Mar 2015 | $104.1M | $104.1M | $0 | 6 | 300 |
| Nov 2014 | $102M | $102M | $0 | 4 | 300 |
| Oct 2014 | $102M | $102M | $0 | 4 | 300 |
| Jun 2012 | $61.1M | $61.1M | $0 | 1 | 200 |
| May 2012 | $61.1M | $61.1M | $0 | 1 | 200 |
| May 2012 | $61.1M | $61.1M | $0 | 1 | 200 |
| Apr 2012 | $61.1M | $61.1M | $0 | 1 | 200 |
| Mar 2012 | $54.2M | $54.2M | $0 | 1 | 200 |
| Dec 2011 | $37.9M | $37.9M | $0 | 1 | 200 |
| Feb 2011 | $37.9M | $37.9M | $0 | 5 | -- |
| May 2007 | $25.8M | $25.8M | $0 | 5 | -- |
| Mar 2007 | $25.8M | $25.8M | $0 | 5 | -- |
| Dec 2006 | $25.2M | $25.2M | $0 | 5 | -- |
| Nov 2006 | $25.2M | $25.2M | $0 | 5 | -- |
| Nov 2005 | $25.5M | $25.5M | $0 | 5 | -- |
| Oct 2005 | $25.5M | $25.5M | $0 | 5 | -- |
DateFeb 2025
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients5
DateMay 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients5
DateMar 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients5
DateSep 2022
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2022
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees5
Clients300
DateMar 2015
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees6
Clients300
DateNov 2014
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees4
Clients300
DateOct 2014
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees4
Clients300
DateJun 2012
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--