P
CRD: 305082
Portfolio Logix, LLC
Missoula, MT, 59802
4065524507
$39.5M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
2 Employees
156 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-28-2019
- Office Locations
- 1
Office Locations
415 N. Higgins AVE Missoula MT
About Portfolio Logix, LLC
Portfolio Logix, LLC is a Missoula-based RIA. The firm has been operating for 6 years. Managing $39.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Business Succession, Insurance, Investment Planning.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$253.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Unlock to see real insight on signal signal alpha.
Unlock to compare peer behavior around ridge bridge.
Unlock to compare peer behavior around oak alpha.
Unlock to see real insight on crest peak.
See the complete signal summary connected to quantum prime.
Upgrade to reveal position-level detail across matrix vector.
See the complete signal summary connected to momentum timber.
See the complete signal summary connected to quantum.
Asset Classes
Fusion Value beacon
Client Personas
Insight
Investment Themes
Unison Timber zenith
Investment Vehicles
Quantum
Platform
Alpha glacier
Services
Ember vertex Fusion alpha Crest signal Ember harbor Frontier Matrix capital
Owner & Executives
T
THEODORE JOHN HEUCHLING
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2108803
- Ownership
- 75% or more
(426) 512-4412
fusion.peak@radialcapital.com
in linkedin.com/in/bridge-insight
Showing 1 of 1 owners & executives
Unlock allContacts
L
Laurel Leigh Farrell
Investment Advisor Representative
- CRD
- #7650521
(945) 988-5232
crest.atlas@vectorcapital.com
in linkedin.com/in/unison-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,443,266 | -- |
| Non-Discretionary | $19,045,022 | -- |
| Total | $39,488,288 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $39,488,288
Equity - Exchange:
16.6% Public Funds:
33.2% Cash:
10.3% U.S. Government/Agency:
39.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,277,477,384 | 16.6% |
| Public Funds | $2,554,954,768 | 33.2% |
| Cash | $792,651,630 | 10.3% |
| U.S. Government/Agency | $3,070,563,109 | 39.9% |
| Total | $7,695,646,891 | 100.0% |