Portfolio Strategies Inc
Legal Name: PORTFOLIO STRATEGIES INC
Full Contact Details
Portfolio Strategies Inc
621 PACIFIC AVENUE SUITE 15, TACOMA, WA
253-383-1676
253-383-1033
Other Info
Portfolio Strategies Inc, officially known as PORTFOLIO STRATEGIES INC, is a Washington-based corporation with nine employees and five professionals serving in advisory positions. The company's client base is undisclosed, but it is recognized as an SEC-approved firm, having registered with the U.S. Securities and Exchange Commission on March 15, 1983.
Portfolio Strategies Investment Managers
Home About Strategy Contact Client Login Form CRS/ADV Adviser Login PSI Rep Intranet MMS Commonwealth Toll Free: (800) 959-2001 Discover The Difference In today’s fast moving markets it takes seasoned expertise to manage complex portfolios which focus on multiple economic environments. Portfolio S…
Direct Owners
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DAVID JAMES JAJEWSKI
CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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JOHN DEFORREST WILLIAMSON
VICE-PRESIDENT, MARKETING owns more than 50% but less than 75%
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LINDSEY GRIER
CHIEF FINANCIAL OFFICER owns less than 5%