PORTFOLIO STRATEGIES INC is a Tacoma, Washington based financial advisory firm with nearly $94,340,766 in assets under management and provides investment advisory services for 547 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 104685 | |
| SEC#: | 801-18475 | |
| Assets under Management: | $94,340,766 | |
| No. of Clients: | 547 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SYNERGY ASSET MANAGEMENT, LLC | 117201 | 801-64132 | 2160 | 8 | $488,586,218 |
| OLIVER CAPITAL MANAGEMENT | 127606 | 801-67157 | 1538 | 3 | $334,734,271 |
| ELITE WEALTH MANAGEMENT, INC. | 132122 | 801-63310 | 1330 | 6 | $841,869,654 |
| SCHMIDT FINANCIAL GROUP, INC. | 119841 | 801-62831 | 1065 | 5 | $481,658,930 |
| TRUTINA FINANCIAL | 148866 | 801-70313 | 1004 | 19 | $990,092,227 |
| SNIDER FINANCIAL GROUP | 117392 | 801-69025 | 870 | 10 | $329,435,663 |
| BELLINGHAM CAPITAL | 151684 | 801-123303 | 658 | 4 | $114,509,868 |
| INVESCO MANAGED ACCOUNTS, LLC | 154461 | 801-61716 | 640 | 31 | $7,284,811,196 |
| ANDERSON & ANDERSON ADVISORY, LLC | 132989 | 801-113259 | 577 | 5 | $287,319,318 |
| BELLEVUE ASSET MANAGEMENT, LLC | 129194 | 801-62579 | 574 | 2 | $323,615,382 |
| DENTAL WEALTH ADVISORS, LLC | 127147 | 801-79882 | 358 | 3 | $141,445,781 |
| BUCKLEY INVESTMENT GROUP, LLC | 128559 | 801-78130 | 331 | 3 | $114,656,791 |
| GREAT NORTHERN ASSET MANAGEMENT, LLC | 139457 | 801-66214 | 159 | 3 | $273,355,623 |
| NEWGROUND SOCIAL INVESTMENT | 117060 | 801-123559 | 150 | 5 | $128,000,000 |
| COLUMBIA PACIFIC ADVISORS, LLC | 142725 | 801-67453 | 19 | 71 | $1,350,842,888 |
| LATTICE CAPITAL MANAGEMENT LLC | 141860 | 801-79193 | 4 | 6 | $555,833,925 |