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PORTFOLIO STRATEGIES INC

621 Pacific Avenue Suite 15
Tacoma, Washington 98402
Tel: 253-383-1676

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About PORTFOLIO STRATEGIES INC

PORTFOLIO STRATEGIES INC, formally registered with the SEC as PORTFOLIO STRATEGIES INC. The firm was established in 03/15/1983. They have over 2 offices throughout the country.

PORTFOLIO STRATEGIES INC is a Tacoma, Washington based Financial Planning firm with nearly $59,547,202 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104685
SEC#801-18475
Assets Managed by Firm$59,547,202
No. of Clients383
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total383$59,547,202
Individuals (other than high net worth individuals)376$40,896,216
High net worth individualsFewer than 5 clients$4,994,913
Other investment advisersFewer than 5 clients$13,498,798
Corporations or other businessesFewer than 5 clients$157,275

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