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THE PORTFOLIO STRATEGY GROUP, LLC
CRD 166593 · SEC 801-77583
50 MAIN STREET, SUITE 1280, WHITE PLAINS, NY, 10606, United States
Phone
914-288-4900
Fax
914-328-6670
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.62B
Discretionary AUM
$2.61B
Team
15 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $20.8M |
| High net worth individuals | 359 | $2.03B |
| Pooled investment vehicles | 2 | $47.9M |
| Pension/profit sharing plans | 19 | $27.8M |
| Charitable organizations | 13 | $53.7M |
| Corporations/business entities | 41 | $443.4M |
States served
CA, CO, DC, IL, LA, MD, MA, NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD