DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, Pennsylvania
5.0
9 Reviews
DWD Portfolio Solutions, Inc. is a small investment advisory firm based out of Pittsburgh, PA, specializing in providing comprehensive portfolio management services. With a team of six dedicated professionals, DWD offers personalized investment strategies tailored to meet the unique financial goals of their clients. Four of the firm's experienced advisors are actively engaged in offering investment advisory services, leveraging their extensive knowledge and expertise in the field. With an average of approximately $113,610,000 in assets under management per investment advisor, DWD Portfolio Solutions remains in line with industry...
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Assets Under Mgmt

$164.05M

Investment Professionals

4

Locations

0

% 401K & Individual

63%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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