National Retirement Planning Experts

National Coverage
Local Professionals

PORTFOLIO STRATEGIES INC

Tel: 253-383-1676
621 Pacific Avenue Suite 15
Tacoma, Washington  98402

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

More Financial Advisory Firms in Tacoma, New Jersey

Financial Advisory FirmFirm CRD#No. of Advisors
PGIM, INC. 1056761705
UBS FINANCIAL SERVICES INC. 817412701
MANAGED ACCOUNT ADVISORS LLC 14255861
METLIFE INVESTMENT MANAGEMENT, LLC 142463925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1089281483
PGIM INVESTMENTS LLC 105670558

More Firms in Tacoma, New Jersey >>