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PORTFOLIO STRATEGIES INC
CRD 104685 · SEC 801-18475
621 PACIFIC AVENUE SUITE 15, TACOMA, WA, 98402, United States
Phone
253-383-1676
Fax
253-383-1033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.2M
Discretionary AUM
$50.2M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $36.7M |
States served
CA, GA, LA, MD, MN, NE, NC, OH, OK, OR, PA, SC, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD