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 an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm operates on a percentage-of-AUM fee model and focuses its advisory work on individuals, families and small business owners, while also providing portfolio management for certain businesses or institutional clients. Portfolio management is the primary activity; the firm does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant. The organization classifies itself as a corporation with an individual owner.