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).
Total Assets Under Management23MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$259,374
- A percentage of assets under your management
- Hourly charges
- 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