PORTFOLIO STRATEGIES INC
CRD #104685 SEC #801-18475 TACOMA, WA 253-383-1676
SEC Registered
Total AUM
$55.4M
Discretionary
$55.4M
Employees
5
Clients
--
Accounts
354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $55.4M | $55.4M | $0 | 5 | 0 |
| Mar 2025 | $55.4M | $55.4M | $0 | 5 | 0 |
| Apr 2024 | $59.5M | $59.5M | $0 | 5 | 0 |
| Mar 2024 | $59.5M | $59.5M | $0 | 5 | 0 |
| Dec 2023 | $73M | $73M | $0 | 5 | 0 |
| Jun 2023 | $73M | $73M | $0 | 5 | 0 |
| Apr 2023 | $73M | $73M | $0 | 5 | 0 |
| Mar 2023 | $73M | $73M | $0 | 5 | 0 |
| Dec 2022 | $94.3M | $94.3M | $0 | 7 | 0 |
| Mar 2022 | $94.3M | $94.3M | $0 | 7 | 0 |
| Mar 2021 | $122.8M | $122.8M | $0 | 8 | 0 |
| Mar 2021 | $122.8M | $122.8M | $0 | 8 | 0 |
| Jan 2021 | $124.8M | $124.8M | $0 | 8 | 0 |
| Jun 2020 | $124.8M | $124.8M | $0 | 8 | 0 |
| Jun 2020 | $124.8M | $124.8M | $0 | 8 | 0 |
| Mar 2020 | $124.8M | $124.8M | $0 | 8 | 0 |
| Nov 2019 | $124.9M | $124.9M | $0 | 9 | 0 |
| Mar 2019 | $124.9M | $124.9M | $0 | 9 | 0 |
| Dec 2018 | $183.1M | $183.1M | $0 | 9 | 0 |
| Mar 2018 | $183.1M | $183.1M | $0 | 9 | 0 |
| Dec 2017 | $259.1M | $259.1M | $0 | 11 | 0 |
| Sep 2017 | $259.1M | $259.1M | $0 | 11 | 1,800 |
| Jul 2017 | $259.1M | $259.1M | $0 | 11 | 1,800 |
| Mar 2017 | $259.1M | $259.1M | $0 | 11 | 1,800 |
| Aug 2016 | $295.6M | $295.6M | $0 | 13 | 2,100 |
| Mar 2016 | $295.6M | $295.6M | $0 | 13 | 2,100 |
| Jan 2016 | $314.8M | $314.8M | $0 | 13 | 2,100 |
| Nov 2015 | $314.8M | $314.8M | $0 | 13 | 2,100 |
| Mar 2015 | $427.7M | $427.7M | $0 | 13 | 2,100 |
| Dec 2014 | $439.8M | $439.8M | $0 | 12 | 2,100 |
| Mar 2014 | $439.8M | $439.8M | $0 | 12 | 2,100 |
| Dec 2013 | $292.6M | $292.6M | $0 | 8 | 2,100 |
| Nov 2013 | $292.6M | $292.6M | $0 | 8 | 2,100 |
| Apr 2013 | $292.6M | $292.6M | $0 | 8 | 2,100 |
| Mar 2012 | $229.4M | $229.4M | $0 | 11 | 2,200 |
| Aug 2011 | $250.6M | $250.6M | $0 | -- | -- |
| Jul 2011 | $250.6M | $250.6M | $0 | -- | -- |
| Jul 2011 | $250.6M | $250.6M | $0 | -- | -- |
| Apr 2011 | $250.6M | $250.6M | $0 | -- | -- |
| Mar 2009 | $177M | $177M | $0 | -- | -- |
| Jan 2008 | $325M | $325M | $0 | -- | -- |
| Jan 2007 | $558.4M | $558.4M | $0 | -- | -- |
| Feb 2005 | $812.3M | $812.3M | $0 | -- | -- |
| Jan 2005 | $812.3M | $812.3M | $0 | -- | -- |
| Apr 2004 | $609M | $601.8M | $7.2M | -- | -- |
| Aug 2001 | $340.4M | $340.4M | $0 | -- | -- |
DateMay 2025
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees11
Clients1,800
DateJul 2017
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees11
Clients1,800
DateMar 2017
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees11
Clients1,800
DateAug 2016
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees13
Clients2,100
DateMar 2016
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees13
Clients2,100
DateJan 2016
Total AUM$314.8M
Discretionary$314.8M
Non-Disc.$0
Employees13
Clients2,100
DateNov 2015
Total AUM$314.8M
Discretionary$314.8M
Non-Disc.$0
Employees13
Clients2,100
DateMar 2015
Total AUM$427.7M
Discretionary$427.7M
Non-Disc.$0
Employees13
Clients2,100
DateDec 2014
Total AUM$439.8M
Discretionary$439.8M
Non-Disc.$0
Employees12
Clients2,100
DateMar 2014
Total AUM$439.8M
Discretionary$439.8M
Non-Disc.$0
Employees12
Clients2,100
DateDec 2013
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees8
Clients2,100
DateNov 2013
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees8
Clients2,100
DateApr 2013
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees8
Clients2,100
DateMar 2012
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees11
Clients2,200
DateAug 2011
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$558.4M
Discretionary$558.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$812.3M
Discretionary$812.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$812.3M
Discretionary$812.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$609M
Discretionary$601.8M
Non-Disc.$7.2M
Employees--
Clients--
DateAug 2001
Total AUM$340.4M
Discretionary$340.4M
Non-Disc.$0
Employees--
Clients--