PORTFOLIO STRATEGIES INC of TACOMA, WA is an SEC-registered investment adviser (CRD 104685). Regulatory assets under management: $50.2M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| John Deforrest Williamson | OWNER | — |
| David James Jajewski | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| Lindsey Elaine Grier | CHIEF FINANCIAL OFFICER | — |
| CATHERSAL FRANCIS LESLIE | PRESIDENT | — |
| WHATMOUGH WILLIAM ARTHUR | VICE-PRESIDENT, TREASURER | — |
| SCHROETER EMANUEL BERNARD | CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| WILLIAMSON JOHN DEFORREST | OWNER; REPRESENTATIVE; VICE-PRESIDENT, MARKETING | — |
| JAJEWSKI DAVID JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER; VICE PRESIDENT, ANNUITIES | — |
| WHATMOUGH WILLIAM | VICE-PRESIDENT, TREASURER | — |
| GRIER LINDSEY | CHIEF FINANCIAL OFFICER | — |
| GRIER LINDSEY ELAINE | CHIEF FINANCIAL OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 425-898-7195 |