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PORTFOLIO DESIGN ADVISORS, INC.

ENGLEWOOD, CO · CRD 137789 · IAPD ↗ · portfoliodesign.us · 303-785-8470

$38.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — PORTFOLIO DESIGN ADVISORS, INC. (ENGLEWOOD, CO) left the SEC roster (was $38.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.