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Building 2THE PORTFOLIO STRATEGY GROUP, INC.

Map pinWHITE PLAINS, NY
Phone914-328-6660
NotebookSEC #801-37533
Total AUM
$1B
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
81 MAIN STREET
SUITE 122
WHITE PLAINS
NY 10601
United States
Operating Hours
9-5
Monday - Friday
Phone
914-328-6660

ReceiptFinancials

Total AUM
$1B
Accounts
1,593
Discretionary
$1B
Accounts
1,593
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANJNY

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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