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Member · Portfolio Design Services, LLC

Julie E. Swanson

CRD 7521299 · Named on Form ADV at one SEC-registered adviser

At a glance

Portfolio Design Services, LLC, an SEC-registered wealth manager based in River Falls, WI with $150 million in regulatory assets, lists Julie E. Swanson on its Form ADV as Member.

Firms and roles

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Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.