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Lindsey Elaine Grier

PORTFOLIO STRATEGIES INC·TACOMA, Washington
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621 PACIFIC AVENUE SUITE 15, TACOMA, WA 98402CRD# 5772661Firm CRD# 104685
01

About

Lindsey Elaine Grier is a registered financial advisor based in TACOMA, Washington, affiliated with PORTFOLIO STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PORTFOLIO STRATEGIES INC
PORTFOLIO STRATEGIES INC
AUM
$60M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO STRATEGIES INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5772661
Firm CRD# 104685
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lindsey Elaine Grier offer?
Lindsey Elaine Grier specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.
What are Lindsey Elaine Grier's credentials?
Lindsey Elaine Grier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Elaine Grier located?
Lindsey Elaine Grier is based in TACOMA, Washington, working with PORTFOLIO STRATEGIES INC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Lindsey Elaine Grier charge for services?
Lindsey Elaine Grier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO STRATEGIES INC?
PORTFOLIO STRATEGIES INC has approximately 5 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
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Research
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