Assets Under Management
$55.4M
Number of Clients
354
Number of Advisors
3
Average Client AUM
$157K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)
Portfolio Strategies, Inc. provides discretionary investment advisory services based on a percentage of assets under management. They manage investment advisory accounts using model portfolios and do not offer financial planning, estate planning, or insurance planning services. The firm utilizes various methods of security analysis and investment strategies.
621 Pacific Avenue Suite 15, Tacoma, WA, 98402