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PORTFOLIO STRATEGIES INC
CRD 104685File 801-18475
APPROVED
Retail clients
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$50.2M
Bottom 25% of cohort (national)
Discretionary AUM
$50.2M
Clients
289
297 accounts
Employees
4
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 15, 1983
- Principal office
- 621 PACIFIC AVENUE SUITE 15, TACOMA, WA, 98402
- Phone
- 253-383-1676
- Website
- HTTP://WWW.PORTSTRAT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.2M
- Discretionary AUM
- $50.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 297
- Non-discretionary accounts
- 0
- Total accounts
- 297
- AUM per client
- $174K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $127K |
| Other investment advisers | Fewer than 5 | $8.3M |
| High net worth individuals | Fewer than 5 | $5.1M |
| Individuals (other than high net worth individuals) | 289 | $36.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.