Portfo;Lio Design Advisors, Inc. (Centennial)

Name: Portfo;Lio Design Advisors, Inc.
Address: 9055 East Mineral Circle, Centennial, CO, 80122
Telephone: 877-335-7035

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.

Portfo;Lio Design Advisors: assets under management

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 firm manages $112.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.94 thousand each.

Fees & Commissions

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.

Careers at Portfo;Lio Design Advisors, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elgonde Magdalena Scheffy	Chief compliance officer	1 Feb 2006	Other	1009038
Inc. Gwm Holdings	Stockholder	1 Jan 2009	75% - 100%	20-5307411
Wesley Lee Strode	Portfolio manager	1 Feb 2012	Other	5080829
Russell Rhine Diachok	President	1 Jun 2012	Other	1049804
Dean Allen Rager	Program director	1 Jun 2012	Other	2852133
Michelle Marie Atlas	National sales manager	1 Jun 2012	Other	4540422

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Russell Rhine Diachok	Shareholder	1 May 2007	25% - 50%	1049804
George Theodore Diachok	Shareholder	1 May 2007	25% - 50%	66991

Based in Centennial

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.