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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY, ELAINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY, ELAINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY, ELAINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY, ELAINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY, ELAINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRIER, LINDSEY, ELAINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROETER, EMANUEL, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHROETER, EMANUEL, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHROETER, EMANUEL, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHROETER, EMANUEL, BERNARD | I | SECRETARY | NA | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | REPRESENTATIVE | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | OWNER | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | REPRESENTATIVE | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | REPRESENTATIVE | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | REPRESENTATIVE | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | OWNER | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | OWNER | D | Control |
| WILLIAMSON, JOHN, DEFORREST | I | OWNER | D | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | C | Control |
| JAJEWSKI, DAVID, JAMES | I | VICE PRESIDENT, ANNUITIES | C | Control |
| JAJEWSKI, DAVID, JAMES | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JAJEWSKI, DAVID, JAMES | I | VICE PRESIDENT, ANNUITIES | C | Control |
| JAJEWSKI, DAVID, JAMES | I | VICE PRESIDENT, ANNUITIES | C | Control |
| JAJEWSKI, DAVID, JAMES | I | VICE PRESIDENT, ANNUITIES | C | Control |
| JAJEWSKI, DAVID, JAMES | I | VICE PRESIDENT, ANNUITIES | C | Control |
| WHATMOUGH, WILLIAM | I | VICE-PRESIDENT, TREASURER | C | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | C | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | C | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | C | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | C | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | C | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | C | Control |
| JAJEWSKI, DAVID, JAMES | I | VICE PRESIDENT, ANNUITIES | B | Control |
| SCHROETER, EMANUEL, BERNARD | I | SECRETARY | B | Control |
| SCHROETER, EMANUEL, BERNARD | I | SECRETARY | B | Control |
| WILLIAMSON, JOHN, DEFORREST | I | VICE-PRESIDENT, MARKETING | B | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | A | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | A | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | A | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | A | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | A | Control |
| CATHERSAL, FRANCIS, LESLIE | I | PRESIDENT | A | Control |
| WHATMOUGH, WILLIAM, ARTHUR | I | VICE-PRESIDENT, TREASURER | A | Control |
| WHATMOUGH, WILLIAM, ARTHUR | I | VICE-PRESIDENT, TREASURER | A | Control |
| WHATMOUGH, WILLIAM, ARTHUR | I | VICE-PRESIDENT, TREASURER | A | Control |
| WHATMOUGH, WILLIAM, ARTHUR | I | VICE-PRESIDENT, TREASURER | A | Control |
| WHATMOUGH, WILLIAM, ARTHUR | I | VICE-PRESIDENT, TREASURER | A | Control |
| WHATMOUGH, WILLIAM, ARTHUR | I | VICE-PRESIDENT, TREASURER | A | Control |
Registrations
Federal
IA
May 5, 2025 REGISTERED
Notice Filings (47)
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Address
621 PACIFIC AVENUE SUITE 15TACOMA, WA 98402
United States
Phone: 253-383-1676