DWD Portfolio Solutions Inc

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CAFR Data
DWD Portfolio Solutions Inc
CRD #121435
SEC #801-113185
CIK #
AUM $111.5 MM (92% Disc, 99% US)
Employees5 (80% Investors, 40% Brokers)
Phone412-341-6642
AddressManor Oak One
Pittsburgh, PA 15220
Source [IAPD] [Website]
Total AUM ($MM)
1159269462302008201220162020
Comparable Firms State AUM ($BB)
Serious Stewardship LLC
IL 0.1
Retirement Resources LLC
MI 0.1
Colorado West Investments Inc
CO 0.1
Pinnacle Wealth Advisors Inc
OR 0.1
Granite Financial Partners LLC
NH 0.1
Verus Investment Advisory Group Inc
WI 0.1
Horizon Financial Services LLC
NC 0.1
Eaton-Cambridge Inc
AZ 0.1
The Archer Consulting Group LLC
TX 0.1
Spelman & Co Inc
CA 0.1
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