PORTFOLIO STRATEGIES INC

TACOMA, Washington·3 registered advisors·CRD# 104685

SEC# 801-184751253-383-1676

01

Firm Overview

AUM

$60M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at PORTFOLIO STRATEGIES INC

3 registered advisors

David James Jajewski

TACOMA, Washington

John Deforrest Williamson

TACOMA, Washington

Lindsey Elaine Grier

TACOMA, Washington

05

Office Locations

TACOMA, Washington

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Data sourced from SEC Form ADV filings. PORTFOLIO STRATEGIES INC (CRD# 104685) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.