MH
MH

Michelle Rene Huffman

10 Years of Experience
Areas of Practice
Investment Management
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
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Location

621 Pacific Avenue Suite 15, Tacoma, WA, 98402

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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.

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Employment History
Current Registrations
Portfolio Strategies INC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Cuso Financial Services, L.P.
August 2001 - December 2002 · 1 yr 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.