Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > tacoma > PORTFOLIO STRATEGIES INC
PORTFOLIO STRATEGIES INC
621 Pacific Avenue Suite 15
Tacoma, Washington 98402
Tel: 253-383-1676
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 Status | Approved |
|---|---|
| Firm CRD# | 104685 |
| SEC# | 801-18475 |
| Assets Managed by Firm | $59,547,202 |
| No. of Clients | 383 |
| No. of Advisors | 5 |
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 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 |
More Retirement Planning firms in Tacoma, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Tacoma, Washington