| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Alan Woerner Control | Executive V.p. & General Counsel | 10-25% | 2018 |
| Maria Carla Devlin Control | President | 25-50% | 1994 |
| Sam Cicero Dalesandro Control | Chief Compliance Officer/Ceo | 50-75% | 2017 |
Dwd Portfolio Solutions, Inc. reports $221 million in regulatory assets under management on its Form ADV.
Dwd Portfolio Solutions, Inc. reports 5 employees.
Dwd Portfolio Solutions, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2018.
Dwd Portfolio Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1910 Cochran Rd, Manor Oak Two, Suite 103, Pittsburgh, PA 15220 |
| Phone | 412-341-6642 |
| Fax | 412-341-7091 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $219.8M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $221M |