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PORTFOLIO STRATEGIES INC

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

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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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