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DWD PORTFOLIO SOLUTIONS, INC.

Tel: 412-341-6642
1910 Cochran Rd
Manor Oak Two, Suite 103
Pittsburgh, Pennsylvania  15220

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DWD PORTFOLIO SOLUTIONS, INC.

DWD PORTFOLIO SOLUTIONS, INC. is a Pittsburgh, Pennsylvania based financial advisory firm with nearly $186,223,167 in assets under management and provides investment advisory services for 712 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

121435

SEC#:

801-113185

No. of Clients:

712

Assets under Management

$186,223,167

No. of Advisors:

5

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