Portfolio Strategies Inc

RIASEC Registered

Total AUM

$50.2M

Discretionary

$50.2M

100% of AUM

Avg account

$169K

Accounts

297

Employees

4

Advisory reps

5

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, individually owned registered investment adviser that has been SEC-registered since 1983. The firm provides fee-based portfolio management focused on individuals, families and small business clients, and also advises businesses or institutional accounts. Its billing model is a percentage of assets under management. The firm does not describe itself as an ESG investor, is not a capital allocator, and does not identify as a pension consultant or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds49%
Exchange Traded Equities46%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

Lindsey Grier
CFOCRD 5772661

Contacts

3 of 4

David Jajewski
PresidentCRD 1691466
Andrew Mirkovich
Investment Advisor RepresentativeCRD 2204828
Michelle Huffman
Investment Adviser RepresentativeCRD 2234123

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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