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Building 2PORTFOLIO STRATEGIES INC

Map pinTACOMA, WA
Phone253-383-1676
NotebookSEC #801-18475
Total AUM
$50.2M
Employees
5
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
621 PACIFIC AVENUE SUITE 15
TACOMA
WA 98402
United States
Operating Hours
7:00AM TO 3:00PM
Monday - Friday
Phone
253-383-1676
Other Offices
1

ReceiptFinancials

Total AUM
$50.2M
Accounts
297
Discretionary
$50.2M
Accounts
297
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
289
AUM
$36.7M
HNW Individual Clients
1
AUM
$5.1M
Investment Advisor Clients
1
AUM
$8.3M
Corporation or Business Clients
1
AUM
$127.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMDMNNCNEOHOKORPASCTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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