Portfolio Strategies Inc.

Portfolio Strategies Inc. (CRD# 104685) is a financial advisory firm headquartered in Tacoma, WA. They manage $259,102,107 in 1,821 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    1,821
    ACCOUNTS
  • Average Account Value
    $142,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TX, WA, WI

Financial Advisors at Portfolio Strategies Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michelle R. Huffman
CRD#: 2234123
1724 West Union #200, Tacoma, WA 98405
93
Wealthminder
score

Michelle Huffman (CRD# 2234123) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 26 years of experience in the finance industry.

2
David J. Jajewski
CRD#: 1691466
1724 W Union #200, Tacoma, WA 98405
93
Wealthminder
score

David Jajewski (CRD# 1691466) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 30 years of experience in the finance industry.

3
Andrew D. Mirkovich
CRD#: 2204828
Sammamish, WA
93
Wealthminder
score

Andrew Mirkovich (CRD# 2204828) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Sammamish, WA and has over 26 years of experience in the finance industry.

4
John D. Williamson
CRD#: 2357023
1724 W. Union Avenue, #200, Tacoma, WA 98405
93
Wealthminder
score

John Williamson (CRD# 2357023) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 24 years of experience in the finance industry.

5
John D. Kimbrough
CRD#: 2612239
Corinth, TX
73
Wealthminder
score

John Kimbrough (CRD# 2612239) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Corinth, TX and has over 23 years of experience in the finance industry.

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