Portfolio Strategy & Management, Ltd
Portfolio Strategy & Management, Ltd (CRD# 123159) is a financial advisory firm headquartered in Newport Beach, CA. They manage $11,700,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$177,273
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Thomas Swanson (CRD# 714586) is an Investment Advisor Representative working at Portfolio Strategy & Management, Ltd in Newport Beach, CA and has over 32 years of experience in the finance industry.