DIRECTORY OF REGISTERED ADVISORS
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PORTFOLIO STRATEGIES INC
Tel: 253-383-1676
621 Pacific Avenue Suite 15 Tacoma, Washington 98402
PORTFOLIO STRATEGIES INC
PORTFOLIO STRATEGIES INC is a Tacoma, Washington based financial advisory firm with nearly $59,547,202 in assets under management and provides investment advisory services for 383 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
Firm CRD#:
104685
SEC#:
801-18475
No. of Clients:
383
Assets under Management
$59,547,202
No. of Advisors:
5
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