| 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 |
Portfolio Strategies Inc reports $55.4 million in regulatory assets under management on its Form ADV.
Portfolio Strategies Inc reports 5 employees.
Portfolio Strategies Inc is based in Tacoma, WA and has been SEC-registered since 1983.
Portfolio Strategies Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $55.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $55.4M |