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PORTFOLIO STRATEGIES, INC.

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Company Details

Legal Name: PORTFOLIO STRATEGIES, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: December 14th 1982
Expiration date: 31 Dec 2025
UBI Number: 600 468 115
ZIP code: 98402
City: Tacoma
County: PIERCE
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 621 PACIFIC AVE, SUITE 15, TACOMA, WA, 98402-4699, UNITED STATES

Contact Details

E-Mail: DAVIDJ@PORTSTRAT.COM
Phone Number: +1 253-383-1676

Nature of Business

Other Services, INVESTOR COUNSELLING AND ADVISEMENT

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Registered Agent Information

Name Role Address
DAVID JAJEWSKI Registered Agent 621 PACIFIC AVE, SUITE 15, TACOMA, WA, 98402-4699, UNITED STATES

Key Officers & Management

Name Role
DAVID JAJEWSKI Governing Person
LINDSEY GRIER Governing Person

Central Index Key

CIK number:
0001423282
Phone:
253-284-9568
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-12640
Filing date:
2018-02-13
File:
View File
Form type:
13F-HR
File number:
028-12640
Filing date:
2017-11-14
File:
View File
Form type:
13F-HR
File number:
028-12640
Filing date:
2017-08-08
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
911194836
Plan Year:
2011
Number Of Participants:
29
Plan Name:
401(K)
Sponsor's telephone number:
2532741702
File:
View File
Plan Administrator / Signatory:
DAVID JAJEWSKI(Plan administrator)
Plan Year:
2010
Number Of Participants:
34
Plan Name:
401(K)
Sponsor's telephone number:
2532741702
File:
View File
Plan Administrator / Signatory:
ANBTX BY DAVID HEAD(Plan administrator) DAVID JAJEWSKI(Employer/plan sponsor)
Plan Year:
2009
Number Of Participants:
35
Plan Name:
401(K)
Sponsor's telephone number:
2532741702
File:
View File
Plan Administrator / Signatory:
ANBTX BY DAVID HEAD(Plan administrator) DAVID JAJEWSKI(Employer/plan sponsor)

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$99,982
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$99,982
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$100,981.82
Servicing Lender:
Celtic Bank Corporation
Use of Proceeds:
Payroll: $74,986.5
Utilities: $12,497.75
Rent: $12,497.75

Trademarks

Serial Number:
78450859
Mark:
INDEX PLUS (LONG/SHORT)
Status:
Abandoned because no Statement of Use or Extension Request timely file...
Mark Type:
Service Mark
Application Filing Date:
2004-07-14
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
INDEX PLUS (LONG/SHORT)
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
INVESTMENT SERVICES FOR INVESTING IN MONEYMARKET ACCOUNTS FOR SPECIFIC TIME PERIODS WITH STRATEGIC WITHDRAWALS THEREFROM COMBINED WITH SEASONAL INVESTING OF FUN...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
78450848
Mark:
INDEX PLUS(LONG ONLY)
Status:
Abandoned because no Statement of Use or Extension Request timely file...
Mark Type:
Service Mark
Application Filing Date:
2004-07-14
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
INDEX PLUS(LONG ONLY)
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Money management, and management services for a calendar effects equity program, namely, investment management
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Related by address

621 PACIFIC AVE, SUITE 15, TACOMA, WA, 98402-4699, UNITED STATES

DAVID J. JAJEWSKI, INC.
WA PROFIT CORPORATION - Active
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