Portfolio Solutions LLC
Legal Name: PORTFOLIO SOLUTIONS LLC
Full Contact Details
Portfolio Solutions LLC
900 WILSHIRE DRIVE, SUITE 200, TROY, MI
248-689-1550
248-689-7611
Other Info
Portfolio Solutions LLC, a Michigan Limited Liability Company, has a team of 14 professionals, with 7 of them serving in advisory capacities. While the exact number of clients they serve is not specified, their SEC status is listed as "Approved," indicating they are registered and authorized to conduct business. Their regulatory history stretches back to July 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
News
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