Julie Swanson is not listed as a control person, but directly owns between 10% and 25% of Portfolio Design Services.
Portfolio Design Services is an investment adviser based in River Falls, WI, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $150 million, as filed on 2 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7521299
- Firm
- Portfolio Design Services · CRD 131506
- Role
- Member
- In role since
- July 2021 · 5 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- River Falls, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Swanson work?
Julie Swanson has held the title Member at Portfolio Design Services, LLC since July 2021.
How can I verify Julie Swanson’s record?
Julie Swanson’s role is listed on Portfolio Design Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 131506.
