Portfolio Strategies Inc
● SEC registered since 1983CRD 104685SEC# 801-18475Tacoma, WA
Reg. AUM
$50.2M
Employees
5
Accounts
297
Location
Tacoma, WA
Portfolio Strategies Inc assets under management
Portfolio Strategies Inc is an investment advisory firm registered with the SEC based in Tacoma, WA. The firm has been registered since 1983. It reports $50.2 million in regulatory assets under management and employs 5 people.
Portfolio Strategies Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Jajewski Control | Chief Compliance Officer/Chief Executive Officer | 50-75% | 2009 |
| John Deforrest Williamson Control | Owner | 50-75% | 2000 |
| Lindsey Elaine Grier Control | Chief Financial Officer | Under 5% | 2010 |
Frequently asked questions
How much does Portfolio Strategies Inc manage?
Portfolio Strategies Inc reports $50.2 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Strategies Inc have?
Portfolio Strategies Inc reports 5 employees.
Where is Portfolio Strategies Inc located?
Portfolio Strategies Inc is based in Tacoma, WA and has been SEC-registered since 1983.
Does Portfolio Strategies Inc disclose fund performance?
Portfolio Strategies Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 621 Pacific Avenue Suite 15, Tacoma, WA 98402 |
| Phone | 253-383-1676 |
| Fax | 253-383-1033 |
| Office hours | 7:00a.m. To 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1423282 |
| Discloses disciplinary history | No |
Regulatory AUM
$50.2M▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$50.2Mregulatory AUM
Discretionary $50.2M