Portfolio Strategies Inc

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Assets, Funds, Holdings

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Portfolio Strategies Inc
CRD #104685
SEC #801-18475
CIK #1423282
AUM $124.9 MM (100% Disc, 100% US)
Employees9 (56% Investors, 22% Brokers)
Phone253-383-1676
Address621 Pacific Avenue Suite 15
Tacoma, WA 98402
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
81565248932616302000200620132020
Sector Holding Cap ($MM) Value ($MM)
USMV15.3
VGT13.8
XHE8.1
PSCH7.8
IGV6.6
FDN6.6
PXMG6.3
IVW4.9
IUSG4.7
SKYY3.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02018201820192020
Comparable Firms State AUM ($BB)
AG Global Advisors LLC
AZ 0.1
Pacific Point Advisors LLC
WA 0.1
Ashcar Advisors LLC
NJ 0.1
Belsize LLC
NY 0.1
Marathon Retirement and Pension Consulting LLC
MA 0.1
W S Griffith & Co Inc
CT 0.1
First American Financial Advisors Inc
NM 0.1
SS&H Financial Advisors Inc
MI 0.1
Wynwood Capital LLC
FL 0.1
Engrave Wealth Partners LLC
TX 0.1
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