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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $177,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Portfolio Strategy & Management, Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Thomas A. Swanson
CRD#: 714586
1470 Jamboree Road Suite 102, Newport Beach, CA 92660
31
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.