Portfo;Lio Design Advisors, Inc. is a large advisory firm based in Centennial. It manages $112.48 million of regulatory assets for 392 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alaska, Arizona, Arkansas, and 20 other states.
Portfo;Lio Design Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portfo;Lio Design Advisors, Inc. is $112.48 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Portfo;Lio Design Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Russell Rhine Diachok has been acting as President since 1 Jun 2012. Dean Allen Rager joined the executive team most recently as the Program Director.
The principal office where Portfo;Lio Design Advisors, Inc. performs its advisory services is located at 9055 East Mineral Circle, Centennial, CO 80122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-335-7035 or by fax 303.785.8482. The normal business hours are 7:00-4:00 on Monday - Friday. You can find more information about the New York firm at www.selectone.us.