Portfolio Solutions is an investment advisor in Naples with $1.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Portfolio Solutions
SEC CIK
IRS number
383634777
SEC advisor number
801-56681
FINRA CRD number
107774
AUM ?
$1.75 bn
(as of 24 Jun 22)
Accounts
2,090
(as of 24 Jun 22)
Employees
14
(9 investment advisory or research)
Address
Portfolio Solutions
900 WILSHIRE DRIVE
SUITE 200
TROY
MI 48084-1664
900 WILSHIRE DRIVE
SUITE 200
TROY
MI 48084-1664
Office hours
Monday - Friday, 8:30 AM - 5:00 PM EST
Phone
248-689-1550
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Bergmann, John, Robert | President and Chief Compliance Officer | 04/2016 | < 5% |
| Liberty PS Holdings, LLC | Member | 02/2015 | > 75% |
| James S. Gladney 1992 Revocable Trust | Member | 02/2015 | > 75% |
| Gladney, James, Scott | Trustee | 06/1992 | > 75% |
| Gladney, James, Scott | Chairman and Chief Executive Officer | 12/2017 | < 5% |
| Bennyhoff, Donald, George | Chief Investment Officer | 12/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20