Portfolio Strategies Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Tacoma, WA. Its latest Form ADV filing, dated March 30, 2026, reports $50M in regulatory assets under management, 5 employees, 1 office, and 297 accounts.
Assets Under Management
$50M
Employees
5
Offices
1 office
Total Clients
289
Primary office
TACOMA, WA
621 PACIFIC AVENUE SUITE 15, TACOMA, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
289
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$50Mas of March 30, 2026
Discretionary100.0%
$50M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$50M
Total Accounts297
10Y AUM Change$-209M (-80.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change-6 (-54.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.