Portfolio Strategies Inc
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
FINTRXOverview
Portfolio Strategies Inc. is an independent, privately owned registered investment adviser organized as a corporation and registered with the SEC since 1983. The firm focuses on fee-based portfolio management for individuals, small businesses and other business or institutional clients. It charges a percentage-of-assets fee structure, does not identify as an active ESG investor, and is not positioned as a multi-state or pension-consulting adviser. The firm does not operate as a capital allocator or as a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds49%
- Exchange Traded Equities46%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Lindsey Grier
CFOCRD 5772661
Contacts
3 of 4David Jajewski
PresidentCRD 1691466
Andrew Mirkovich
Investment Advisor RepresentativeCRD 2204828
Michelle Huffman
Investment Adviser RepresentativeCRD 2234123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tacoma, WA
Pierce
Location
Tacoma, WA
Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 621 Pacific Ave
- Time zone
- PT (UTC-8)
- Office locations
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