Portfolio Strategies Inc
Portfolio Strategies Inc is an SEC-registered mass-market adviser in Tacoma, WA with $50.2M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Portfolio Strategies Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104685, SEC 801-18475, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $50.2M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Tacoma, WA
- Employees
- 5
- Clients
- 289
- CRD
- 104685
- Ownership
- SCHROETER, EMANUEL, BERNARD; WILLIAMSON, JOHN, DEFORREST; JAJEWSKI, DAVID, JAMES; CATHERSAL, FRANCIS, LESLIE; WHATMOUGH, WILLIAM, ARTHUR
How much AUM does Portfolio Strategies Inc have?
Portfolio Strategies Inc reported $50.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Portfolio Strategies Inc?
Disclosed owners and executives of Portfolio Strategies Inc include SCHROETER, EMANUEL, BERNARD, WILLIAMSON, JOHN, DEFORREST, JAJEWSKI, DAVID, JAMES, CATHERSAL, FRANCIS, LESLIE, WHATMOUGH, WILLIAM, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.