Overview
Assets Under Management: $221 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.62
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 749
Discretionary Accounts: 744
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 121435
Filing ID: 1951713
Last Filing Date: 2025-03-25 13:14:00
Website: https://dwdportfolios.com