Wealth Manager
    Manages Private Funds

    Portfolio Logix, LLC

    Registered investment advisor · Missoula, Montana · CRD #305082

    Assets Under Management
    $39M
    Client Accounts
    245
    Employees
    2
    CRD Number
    305082
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Portfolio Logix, LLC

    Portfolio Logix, LLC is a registered investment advisory firm headquartered in Missoula, Montana, managing approximately $39M in regulatory assets across 245 client accounts. The firm's full regulatory record is filed with the SEC under CRD #305082.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Portfolio Logix, LLC's AUM?

    Portfolio Logix, LLC reports approximately $39M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Portfolio Logix, LLC headquartered?

    Portfolio Logix, LLC is headquartered in Missoula, Montana.

    What is Portfolio Logix, LLC's CRD number?

    Portfolio Logix, LLC's CRD number is 305082. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Portfolio Logix, LLC manage?

    Portfolio Logix, LLC manages approximately 245 client accounts according to its latest SEC filing.

    Is Portfolio Logix, LLC SEC registered?

    Portfolio Logix, LLC is registered as a STATE investment adviser.

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