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Portfolio Solutions Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Views: 122 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Portfolio Solutions, registered in 1999, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 7 advisors. Portfolio Solutions manages $1.4 billion and provides investment advisory services for 592 clients (1:85 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 7
Minimum Investment $500,000
Average Client Balance $2,440,710
Total AUM $1.4 billion
Advisor / Client Ratio 1:85
Headquarters Troy, MI
SEC Filings View SEC IAPD CRD #107774
State(s) Registered AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MO, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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