621 Pacific Avenue Suite 15
Tacoma, Washington 98402
Tel: 253-383-1676
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104685 |
SEC# | 801-18475 |
Assets Managed by Firm | $59,547,202 |
No. of Clients | 383 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 383 | $59,547,202 |
Individuals (other than high net worth individuals) | 376 | $40,896,216 |
High net worth individuals | Fewer than 5 clients | $4,994,913 |
Other investment advisers | Fewer than 5 clients | $13,498,798 |
Corporations or other businesses | Fewer than 5 clients | $157,275 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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