Portfolio Strategies Inc.

Portfolio Strategies Inc. (CRD# 104685) is a financial advisory firm headquartered in Tacoma, WA. They manage $59,547,202 in 383 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
621 Pacific Avenue Suite 15, Tacoma, WA 98402
http://www.portstrat.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $155,476
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MD, MN, NC, NE, OH, OK, OR, PA, SC, TX, WA, WI

Financial Advisors at Portfolio Strategies Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michelle Huffman, financial advisor Tacoma WA
Michelle R. Huffman
CRD#: 2234123
621 Pacific Avenue Suite 15, Tacoma, WA 98402

Michelle Huffman (CRD# 2234123) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 31 years of experience in the finance industry.

2
David Jajewski, financial advisor Tacoma WA
David J. Jajewski
CRD#: 1691466
621 Pacific Avenue Suite 15, Tacoma, WA 98402

David Jajewski (CRD# 1691466) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Tacoma, WA and has over 36 years of experience in the finance industry.

3
Andrew Mirkovich, financial advisor Sammamish WA
Andrew D. Mirkovich
CRD#: 2204828
Sammamish, WA

Andrew Mirkovich (CRD# 2204828) is an Investment Advisor Representative working at Portfolio Strategies Inc. in Sammamish, WA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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