Portfolio Solutions LLC

Portfolio Solutions LLC (CRD# 107774) is a financial advisory firm headquartered in Troy, MI. They manage $1,438,136,895 in 1,837 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,438
    MILLION
  • Total Number of Accounts
    1,837
    ACCOUNTS
  • Average Account Value
    $782,873
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Portfolio Solutions LLC
Showing 1 - 8 of 8 top financial advisors.
1
Suzana Bogoevska
CRD#: 1940058
900 Wilshire Drive, Suite 200, Troy, MI 48084
96
Wealthminder
score

Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 12 years of experience in the finance industry. Suzana Bogoevska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary J. Brancaleone
CRD#: 5647973
900 Wilshire Drive, Suite 200, Troy, MI 48084
96
Wealthminder
score

Gary Brancaleone (CRD# 5647973) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 8 years of experience in the finance industry. Gary Brancaleone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Colin C. Grover
CRD#: 5101923
900 Wilshire Dr., Suite 200, Troy, MI 48084
96
Wealthminder
score

Colin Grover (CRD# 5101923) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 11 years of experience in the finance industry. Colin Grover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Anthony R. Watson
CRD#: 5682762
900 Wilshire Dr., Suite 200, Troy, MI 48084
96
Wealthminder
score

Anthony Watson (CRD# 5682762) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 8 years of experience in the finance industry.

5
Michael D. Reed
CRD#: 5906688
900 Wilshire Drive, Suite 200, Troy, MI 48084
93
Wealthminder
score

Michael Reed (CRD# 5906688) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 6 years of experience in the finance industry.

6
Michael S. Nemick
CRD#: 6004954
900 Wilshire Drive, Suite 200, Troy, MI 48084
91
Wealthminder
score

Michael Nemick (CRD# 6004954) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has over 2 years of experience in the finance industry. Michael Nemick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John R. Bergmann
CRD#: 6042965
900 Wilshire Drive, Suite 200, Troy, MI 48084
90
Wealthminder
score

John Bergmann (CRD# 6042965) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has 1 year of experience in the finance industry. John Bergmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jennifer C. Flaherty
CRD#: 5764234
900 Wilshire Drive, Suite 200, Troy, MI 48084
90
Wealthminder
score

Jennifer Flaherty (CRD# 5764234) is an Investment Advisor Representative working at Portfolio Solutions LLC in Troy, MI and has 1 year of experience in the finance industry. Jennifer Flaherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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