Portfolio Solutions LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Portfolio Solutions LLC
CRD #107774
SEC #801-56681
CIK #1542606
AUM $1.4 BB (100% Disc, 100% US)
Employees14 (50% Investors, 0% Brokers)
Phone248-689-1550
Address900 Wilshire Drive
Troy, MI 48084-1664
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1545123692761830902000200620132020
Sector Holding Cap ($MM) Value ($MM)
VTI300.2
IJS91.1
VPL61.9
VGK59.5
MUB45.7
VNQ37.6
SCHB6.3
CMF5.9
SCHZ5.4
IEUR4.3
View All
Holdings by Sector ($)
0.80.60.50.30.20.02014201620182020
Comparable Firms State AUM ($BB)
Marshfield Associates
DC 1.5
Heritage Financial Services LLC
MA 1.4
Singer & Xenos Inc
FL 1.4
Isaacson Joel & Co Inc
NY 1.4
Unison Advisors LLC
DC 1.3
Rand Wealth LLC
MD 1.3
Paragon Investment Management Inc
WA 1.2
Colony Group Inc
MA 1.2
ING Investment Advisors LLC
NJ 1.2
ING Private Wealth Management LLC
NY 1.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com