Dwd Portfolio Solutions, Inc.

Dwd Portfolio Solutions, Inc. (CRD# 121435) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $23,343,648 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $259,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at Dwd Portfolio Solutions, Inc.
No Advisor Found.
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