Company Overview
- Headquarters
- PO Box 1259, Troy MI
- Website
- portfoliosolutions.com
- Phone
- (248) 689-1550
- Employees
- 23
- Founded in
- 1999
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 52591 CompaniesNAICS Code 5259 CompaniesNAICS Code 525 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 67 CompaniesSIC Code 621 CompaniesSIC Code 672 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$7B
Who is Portfolio Solutions LLC
Portfolio Solutions LLC is a national financial advisory firm based in Troy, Michigan. The company employs 23 people and generates $6.8 million in annual revenue. Portfolio Solutions® offers full-service, fee-only financial advisor services, specializing in fiduciary wealth planning. Their services are tailored to meet the individual needs of each client, with a focus on helping them achieve their long-term financial goals. The company utilizes a disciplined, open-architecture investment methodology that prioritizes both cost-sensitive and tax-sensitive strategies. Portfolio Solutions® manages over $1.5 billion in client investment assets. For more information about Portfolio Solutions® and their services, please visit their website at portfoliosolutions.com.
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|---|---|---|---|---|
| 7M | 15 | Brea, CA | 1992 | |
| 7M | 8 | Pittsford, NY | 1994 | |
| 7M | 17 | Houston, TX | 1996 | |
| 7M | 20 | San Francisco, CA | 1937 | |
| 7M | 2 | Fort Lauderdale, FL |