1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DWD PORTFOLIO SOLUTIONS, INC.

Map pinPITTSBURGH, PA
Phone412-341-6642
NotebookSEC #801-113185
Total AUM
$248.3M
Employees
6
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 ROESSLER RD
SUITE 103
PITTSBURGH
PA 15220
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
412-341-6642

ReceiptFinancials

Total AUM
$248.3M
Accounts
779
Discretionary
$246.9M
Accounts
774
Non-Discretionary
$1.4M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
289
AUM
$162.6M
HNW Individual Clients
27
AUM
$83.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$579.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNJOHPATXVAWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account