Portfolio Solutions Llc (Troy)
Portfolio Solutions Llc Is a Large Advisory Firm Based in Troy. It Manages $1.36 Billion of Regulatory Assets for 1,774 Client Accounts. It Has Been Registered...
Portfolio Solutions LLC is a large advisory firm based in Troy. It manages $1.36 billion of regulatory assets for 1,774 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 31 other states.
Portfolio Solutions provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Portfolio Solutions: assets under management
The assets under management (AUM) of Portfolio Solutions LLC is $1.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1357% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.36 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $764.01 thousand each.
Portfolio Solutions has custody of $1.28 billion in cash and securities for 601 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 47% of the total AUM. The second-largest asset type is exchange traded securities, which make up 47% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.
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