firm profile
Portfolio Logix, LLC
Overview
Portfolio Logix, LLC is a state registered investment adviser based in Missoula, MT, registered since 2019. It reports $39.5M in assets under management across 245 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $39.5M
- Discretionary
- 52%
- Accounts
- 245
- Average account
- $161K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2019
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Theodore John Heuchling Owner, Managing Member, Chief Compliance Officer CRD 2108803
Advisory reps 2 of 2
- Laurel Leigh Farrell Investment Adviser Rep CRD 7650521
- Theodore John Heuchling Investment Adviser Rep CRD 2108803
Location
- Headquarters
- 415 N Higgins Ave
Missoula, MT 59802 - County
- Missoula
- Metro area
- Missoula, MT
- Region
- West
Registrations
- State registered
- Registered in 2 jurisdictions
Every state, with registration dates
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