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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Portfolio Strategies Inc
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| CRD # | 104685 |
| SEC # | 801-18475 |
| CIK # | 1423282 |
| AUM | $124.9 MM (100% Disc, 100% US) |
| Employees | 9 (56% Investors, 22% Brokers) |
| Phone | 253-383-1676 |
| Address | 621 Pacific Avenue Suite 15 Tacoma, WA 98402 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
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| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| USMV | 15.3 | ||
| VGT | 13.8 | ||
| XHE | 8.1 | ||
| PSCH | 7.8 | ||
| IGV | 6.6 | ||
| FDN | 6.6 | ||
| PXMG | 6.3 | ||
| IVW | 4.9 | ||
| IUSG | 4.7 | ||
| SKYY | 3.5 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AG Global Advisors LLC
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|
AZ | 0.1 |
|
Pacific Point Advisors LLC
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|
WA | 0.1 |
|
Ashcar Advisors LLC
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|
NJ | 0.1 |
|
Belsize LLC
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|
NY | 0.1 |
|
Marathon Retirement and Pension Consulting LLC
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|
MA | 0.1 |
|
W S Griffith & Co Inc
✚
|
CT | 0.1 |
|
First American Financial Advisors Inc
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|
NM | 0.1 |
|
SS&H Financial Advisors Inc
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|
MI | 0.1 |
|
Wynwood Capital LLC
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|
FL | 0.1 |
|
Engrave Wealth Partners LLC
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|
TX | 0.1 |