RIA Intel›Advisers›Montana›PORTFOLIO LOGIX, LLC

PORTFOLIO LOGIX, LLC

Advisory

MISSOULA, MT

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$161K

across 245 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$39M

Discretionary AUM$20M

Non-Discretionary AUM$19M

Discretionary %51.8%

Total Clients156

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, MT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

156 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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