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DWD PORTFOLIO SOLUTIONS, INC.
1910 Cochran Rd
Manor Oak Two, Suite 103
Pittsburgh, Pennsylvania 15220
Tel: 412-341-6642
About DWD PORTFOLIO SOLUTIONS, INC.
DWD PORTFOLIO SOLUTIONS, INC, formally registered with the SEC as DWD PORTFOLIO SOLUTIONS, INC. The firm was established in 05/07/2018. They have over 1 offices throughout the country.
DWD PORTFOLIO SOLUTIONS, INC. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $186,223,167 assets under management, offering retirement planning & investment advisory services to 712 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121435 |
| SEC# | 801-113185 |
| Assets Managed by Firm | $186,223,167 |
| No. of Clients | 712 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 712 | $186,223,167 |
| Individuals (other than high net worth individuals) | 267 | $118,700,218 |
| High net worth individuals | 26 | $65,923,721 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,071,734 |
| Corporations or other businesses | Fewer than 5 clients | $527,494 |
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