PORTFOLIO STRATEGIES INC

RIASEC RegisteredEst. 1983

Total AUM

$50.2M

Discretionary

$50.2M

100% of AUM

Avg account

$169K

Accounts

297

Employees

Advisory reps

Firm details

Headquarters: TACOMA, Washington
CRD number: 104685
Registered since: March 15, 1983
Website: www.portstrat.com
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure: Percentage of AUM
Client types: Individuals73.06%
Other Investment Advisers16.62%
HNWI10.06%
Corporations / Businesses0.25%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Portfolio Strategies Inc. is a privately owned corporate advisory firm that has been SEC-registered since 1983. It serves primarily individual and family clients and delivers fee-based portfolio management charged as a percentage of assets under management. The firm’s advisory scope includes discretionary portfolio management for individuals and small businesses as well as for businesses or institutional clients. Regulatory filings indicate it does not present itself as an ESG-focused adviser, and it does not operate as a multi-state or pension consultant adviser.