Portfolio Solutions LLC
Legal Name: PORTFOLIO SOLUTIONS LLC
Full Contact Details
Other Info
Portfolio Solutions LLC is legally known as PORTFOLIO SOLUTIONS LLC. It is a MI Limited Liability Company. This firm has 14 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 13, 1999.
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Skip to main content menu About Us Letter From The Chairman & CEO Our Team Our Process Our Philosophy A Fiduciary Advisor Safety, Security & Reliability Servant Leadership Services Our Services Wealth Planning Investment Guidance Investing Investment Philosophy Index Investing PS Portfolio Construct…
Direct Owners
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ANTHONY ROBERT WATSON
CHIEF INVESTMENT OFFICER owns less than 5%
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JAMES SCOTT GLADNEY
CHAIRMAN AND CHIEF EXECUTIVE OFFICER owns less than 5%
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JOHN ROBERT BERGMANN
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
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LIBERTY PS HOLDINGS, LLC
MEMBER owns 75% or more
Indirect Owners
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JAMES S. GLADNEY 1992 REVOCABLE TRUST
MEMBER owns 75% or more
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $343,520k
- ISHARES $104,410k
- VANGUARD INTL EQUITY INDEX F $69,246k
- VANGUARD INTL EQUITY INDEX F $68,169k
- ISHARES TR NATIONAL MUN ETF $43,551k
- VANGUARD INDEX FDS REAL ESTATE ETF $40,380k
- SCHWAB STRATEGIC TR $7,161k
- Schwab Aggregate Bond ETF (SCH $5,273k
- ISHARES TR $4,491k
- ISHARES TR $4,092k