DWD Portfolio Solutions

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1910 Cochran Rd Ste 620, Pittsburgh, Pen...

Phone Number

(412) 341-6642

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About DWD Portfolio Solutions

DWD Portfolio Solutions Inc is a Pittsburgh-based firm that provides honest and objective financial advice to help clients achieve their unique financial goals. They offer services tailored for individuals, families, retirees, and institutions, including guidance through wealth-changing events and fiduciary duties for corporations and non-profits. The firm emphasizes the importance of aligning various aspects of financial life to create a successful future. Their mission is to care for clients as they would for their own families, ensuring a personalized approach to financial planning.Explore more
DWD Portfolio Solutions's Social MediaPopular SearchesDwd Portfolio Solutions IncDWD Financial Services LLCDWD IncPortfolio Solutions IncSIC Code 62,628NAICS Code 52,523Show more

DWD Portfolio Solutions Org Chart

SD
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Chief Executive Officer & Chief Compliance Of...

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Carla Devlin, President & Chief Investment Officer at DWD Portfolio Solutions
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DWD Portfolio Solutions

<$5M
1-10
Private
-
1994
SD
Sam D'AlesandroCEO & Chief Compliance Officer
<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
2007
RM
Rick MeyeresPresident & CEO
<$5M
1-10
Private
<$5M
2011
MO
Mark OlsenManaging Director
<$5M
1-10
Private
-
2012
Mike Mickels, President at CochranMickels Retirement Specialists
Mike MickelsPresident
<$5M
1-10
Private
-
1999
TG
Tania GoldkornExecutive Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

DWD Portfolio Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DWD Portfolio Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DWD Portfolio Solutions.

DWD Portfolio Solutions Tech Stack

A closer look at the technologies used by DWD Portfolio Solutions

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Frequently Asked Questions Regarding DWD Portfolio Solutions

What is DWD Portfolio Solutions's official website?
DWD Portfolio Solutions's official website is www.dwdportfolios.com
What is DWD Portfolio Solutions's Revenue?
DWD Portfolio Solutions's revenue is <$5 Million
What is DWD Portfolio Solutions's SIC code?
DWD Portfolio Solutions's SIC: 62,628
What is DWD Portfolio Solutions's NAICS code?
DWD Portfolio Solutions's NAICS: 52,523
How many employees does DWD Portfolio Solutions have?
DWD Portfolio Solutions has 1-10 employees
What industry does DWD Portfolio Solutions belong to?
DWD Portfolio Solutions is in the industry of: Finance, Securities Trading
What is DWD Portfolio Solutions competition?
DWD Portfolio Solutions top competitors include: Retirement & Benefit Partners, PlanPILOT, Retirement Plan Solutions, GoldK
What technology does DWD Portfolio Solutions use?
Some of the popular technologies that DWD Portfolio Solutions uses are: Cloudflare Website Optimization, Barracuda Networks, Microsoft 365, Mailgun
How do I contact DWD Portfolio Solutions?
DWD Portfolio Solutions contact info: Phone number: (412) 341-6642 Website: www.dwdportfolios.com
What does DWD Portfolio Solutions do?

DWD Portfolio Solutions Inc is a Pittsburgh-based firm that provides honest and objective financial advice to help clients achieve their unique financial goals. They offer services tailored for individuals, families, retirees, and institutions, including guidance through wealth-changing events and fiduciary duties for corporations and non-profits.... The firm emphasizes the importance of aligning various aspects of financial life to create a successful future. Their mission is to care for clients as they would for their own families, ensuring a personalized approach to financial planning.Read More

What are DWD Portfolio Solutions social media links?
DWD Portfolio Solutions Linkedin page
Is DWD Portfolio Solutions a public company?
DWD Portfolio Solutions is private company therefore does not currently have an official ticker symbol
See more information about DWD Portfolio Solutions

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