Portfolio Logix, LLC
Firm details
- Headquarters
- Missoula, Montana
- CRD number
- 305082
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI67.75%
- Individuals31.14%
- Corporations / Businesses1.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Portfolio Logix, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients and small businesses. The firm provides financial planning and discretionary and non-discretionary portfolio management services. Its billing is a mix of a percentage of assets under management and hourly fees. The firm does not identify itself as an ESG investor, is not structured as a capital allocator, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
1 of 1Theodore Heuchling
Chief Compliance OfficerCRD 2108803
Contacts
1 of 1
Laurel Farrell
Investment Adviser RepresentativeCRD 7650521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Missoula, MT
Missoula
Location
Missoula, MT
Headquartered in Missoula, MT, in the West of the United States.
- Region
- West
- County
- Missoula
- Address
- 415 N Higgins Ave
- Time zone
- MT (UTC-7)
- Office locations
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