Andrew David Mirkovich

Portfolio Strategies INC

33 Years of Experience

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Areas of Practice

Investment Management

Portfolio Strategies INC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

354 clients

Average Client Portfolio

$157K average

Assets Under Management

$55.4M

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

Sammanish, WA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Portfolio Strategies INC

December 2014 - Present · 11 yrs 2 mos

Previous Registrations

Purcell Advisory Services, LLC

May 2003 - December 2014 · 11 yrs 7 mos

Portfolio Strategies INC

February 1992 - March 2010 · 18 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.