PL
Asset ManagerRIA · CRD 305082State-Registered Investment Adviser
Updated:
Portfolio Logix
PORTFOLIO LOGIX, LLC is a state-registered investment adviser in MISSOULA, MT. The firm manages $39 million in assets, $20 million on a discretionary basis.
Overview
PORTFOLIO LOGIX, LLC is a state-registered investment adviser in MISSOULA, MT. The firm manages $39 million in assets, $20 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Registered Investment Advisor
Location
Region
North America
Principals
No publicly named principals
Sector focus
Private CreditReal EstateInfrastructure
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