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Portfolio Strategy & Management, Ltd.

Company ID 3712296 Status Active
Portfolio Strategy & Management, Ltd. was incorporated as a Stock Corporation - Out Of State - Stock on September 18, 2014, with its office address at 901 Dover Dr. Suite 200, Newport Beach, CA 92660. It is registered with the Michigan Department of Licensing and Regulatory Affairs and is authorized to conduct business in California. Thomas Alfred Swanson serves as the registered agent. The company is currently active. It has been operating for 10 years, 10 months and 14 days.
Contact
Mail Address
901 Dover Dr. Suite 200, Newport Beach, CA 92660
Email
Unreported
Telephone
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Website
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Basic Information

Updated: 2024-05-01
Company Name
Portfolio Strategy & Management, Ltd.
Company ID
3712296
Date of Registration
2014-09-18
Jurisdiction
Michigan
State
California
Type
Stock Corporation - Out Of State - Stock
Office Address
901 Dover Dr. Suite 200, Newport Beach, CA 92660
Status
Active

Agent Information

Agent Name: Thomas Alfred Swanson
Address: 901 Dover Dr. Suite 200 Newport Beach, CA 92660

Latest Activity & Filing History

Latest Activity
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Statement of Information
2021-07-01
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Statement of Information
2017-06-28
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Agent Resignation
2016-12-08
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System Amendment - SI Delinquency for the year of 0
2015-03-25
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Initial Filing
2014-09-18
Filing Changes
Date
2016-12-08
Amendment Type
Legacy Comment
Change From
Legacy Number: R0083601
Change To
Date
2017-06-28
Amendment Type
Legacy Comment
Change From
Legacy Number: Fn54089
Change To

Documents

Filling Date
2021-07-01
Download
Description
Statement of Information
Filling Date
2017-06-28
Download
Description
Statement of Information
Filling Date
2016-12-08
Download
Description
Agent Resignation
Filling Date
2015-03-25
Download
Description
System Amendment - SI Delinquency for the year of 0
Filling Date
2014-09-18
Download
Description
Initial Filing

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