Portfolio Solutions LLC

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CAFR Data
Portfolio Solutions LLC
CRD #107774
SEC #801-56681
CIK #1542606
AUM $1.4 BB (100% Disc, 100% US, 2020-03-30)
Employees14 (50% Investors, 0% Brokers)
Phone248-689-1550
Address900 Wilshire Drive
Troy, MI 48084-1664
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1545123692761830901999200620132021
Sector Issuer Cap ($MM) Value ($MM)
VTI 300.2
IJS 91.1
VPL 61.9
VGK 59.5
MUB 45.7
VNQ 37.6
SCHB 6.3
CMF 5.9
SCHZ 5.4
IEUR 4.3
View All
Holdings by Sector ($)
0.80.60.50.30.20.02014201620182020
Comparable Firms State AUM ($BB)
Marshfield Associates
DC 1.5
Minot Deblois Advisors LLC
MA 1.5
AJ Wealth Strategies LLC
NY 1.5
Signia Wealth Limited
1.4
Volaris Capital Management LLC
NJ 1.4
Safford Nicholas H & Co Inc
MA 1.4
Vigilant Capital Management LLC
ME 1.4
Singer & Xenos Inc
FL 1.4
Charles D Hyman & Company
FL 1.4
Isaacson Joel & Co Inc
NY 1.4
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