The Portfolio Strategy Group, LLC

The Portfolio Strategy Group, LLC (CRD# 166593) is a financial advisory firm headquartered in White Plains, NY. They manage $2,159,778,408 in 405 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
50 Main Street, Suite 1280, White Plains, NY 10606
https://www.linkedin.com/company/the-portfolio-strategy-group/
By the Numbers
  • Total Assets Under Management
    2,160
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $5,332,786
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, LA, MA, MD, NJ, NY, PA

Financial Advisors at The Portfolio Strategy Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jacques Boubli, financial advisor White Plains NY
Jacques E. Boubli
CRD#: 5571421
50 Main Street, Suite 1280, White Plains, NY 10606

Jacques Boubli (CRD# 5571421) is an Investment Advisor Representative working at The Portfolio Strategy Group, LLC in White Plains, NY and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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