The Portfolio Strategy Group, LLC

The Portfolio Strategy Group, LLC (CRD# 166593) is a financial advisory firm headquartered in White Plains, NY. They manage $1,361,852,692 in 305 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,362
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $4,465,091
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NJ, NY

Financial Advisors at The Portfolio Strategy Group, LLC
No Advisor Found.
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