DWD Portfolio Solutions Inc
Legal Name: DWD PORTFOLIO SOLUTIONS, INC.
Full Contact Details
DWD Portfolio Solutions Inc
MANOR OAK ONE, 1910 COCHRAN RD SUITE 620, PITTSBURGH, PA
412-341-6642
412-341-7091
Other Info
DWD Portfolio Solutions Inc is a Pennsylvania-based corporation that specializes in portfolio advisory services. With a team of 5 employees, it serves 10 clients, primarily in the US. The firm is in good standing with the SEC and has been registered with the commission since May 2018.
DWD Portfolio Solutions Inc
Helping you align pieces of your financial life for future success. Our Pittsburgh based firm offers honest and objective financial advice to help achieve your unique financial goals.
Direct Owners
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KEITH ALAN WOERNER
EXECUTIVE V.P. & GENERAL COUNSEL owns more than 25% but less than 50%
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MARIA CARLA DEVLIN
PRESIDENT owns more than 25% but less than 50%
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SAM CICERO DALESANDRO
CHIEF COMPLIANCE OFFICER/CEO owns more than 50% but less than 75%