PORTFOLIO DESIGN ADVISORS, INC.
CRD #137789 SEC #801-64971 ENGLEWOOD, CO 877-335-7035
SEC Registered Broker-Dealer
Total AUM
$38.4M
Discretionary
$38.4M
Employees
4
Clients
--
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $38.9M | $38.9M | $0 | 4 | 0 |
| Nov 2023 | $38.4M | $38.4M | $0 | 4 | 0 |
| Aug 2023 | $40.4M | $40.4M | $0 | 4 | 0 |
| Mar 2023 | $40.2M | $40.2M | $0 | 4 | 0 |
| Nov 2022 | $38.1M | $38.1M | $0 | 4 | 0 |
| Apr 2022 | $58.5M | $58.5M | $0 | 4 | 0 |
| Oct 2021 | $60M | $60M | $0 | 4 | 0 |
| Mar 2021 | $54.9M | $54.9M | $0 | 4 | 0 |
| Jul 2020 | $45.1M | $45.1M | $0 | 4 | 0 |
| Jun 2020 | $45.1M | $45.1M | $0 | 4 | 0 |
| Mar 2020 | $43.5M | $43.5M | $0 | 4 | 0 |
| Jun 2019 | $39.5M | $39.5M | $0 | 4 | 0 |
| Mar 2019 | $37.9M | $37.9M | $0 | 4 | 0 |
| Sep 2018 | $44M | $44M | $0 | 4 | 0 |
| Mar 2018 | $41.9M | $41.9M | $0 | 4 | 0 |
| Sep 2017 | $33.5M | $33.5M | $0 | 4 | 300 |
| Mar 2017 | $56.1M | $56.1M | $0 | 4 | 300 |
| Jan 2017 | $56.1M | $56.1M | $0 | 4 | 300 |
| Feb 2016 | $60.6M | $60.6M | $0 | 4 | 300 |
| Mar 2015 | $79.1M | $79.1M | $0 | 4 | 400 |
| Apr 2014 | $91.4M | $91.4M | $0 | 4 | 400 |
| Mar 2014 | $91.4M | $91.4M | $0 | 4 | 400 |
| Feb 2014 | $91.4M | $91.4M | $0 | 3 | 400 |
| Mar 2013 | $100.7M | $100.7M | $0 | 4 | 400 |
| Dec 2012 | $102M | $102M | $0 | 5 | 500 |
| Aug 2012 | $102M | $102M | $0 | 1 | 500 |
| Jul 2012 | $112.5M | $112.5M | $0 | 1 | 500 |
| Jul 2012 | $112.5M | $112.5M | $0 | 1 | 500 |
| Mar 2012 | $112.5M | $112.5M | $0 | 1 | 500 |
| Mar 2012 | $112.5M | $112.5M | $0 | 1 | 500 |
| Jun 2011 | $130.4M | $130.4M | $0 | 5 | -- |
| Feb 2011 | $130.4M | $130.4M | $0 | 5 | -- |
| Mar 2010 | $127.1M | $127.1M | $0 | 5 | -- |
| Feb 2009 | $122.9M | $122.9M | $0 | 5 | -- |
| Feb 2009 | $122.9M | $122.9M | $0 | 5 | -- |
| Feb 2007 | $138.2M | $138.2M | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Nov 2005 | $150M | $150M | $0 | 5 | -- |
DateMar 2024
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees4
Clients300
DateJan 2017
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees4
Clients300
DateFeb 2016
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2015
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees4
Clients400
DateApr 2014
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees4
Clients400
DateFeb 2014
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees3
Clients400
DateMar 2013
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees4
Clients400
DateDec 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients500
DateAug 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients500
DateJul 2012
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees1
Clients500
DateJul 2012
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees1
Clients500
DateJun 2011
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--