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Building 2THE PORTFOLIO STRATEGY GROUP, LLC

Map pinWHITE PLAINS, NY
Phone914-288-4900
NotebookSEC #801-77583
Total AUM
$2.6B
Employees
15
Clients
480

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 MAIN STREET
SUITE 1280
WHITE PLAINS
NY 10606
United States
Operating Hours
9-5
Monday - Friday
Phone
914-288-4900

ReceiptFinancials

Total AUM
$2.6B
Accounts
478
Discretionary
$2.6B
Accounts
445
Non-Discretionary
$10.2M
Accounts
33

ContactClients

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Individual Clients
46
AUM
$20.8M
HNW Individual Clients
359
AUM
$2B
Pooled Vehicle Clients
2
AUM
$47.9M
Pension/Profit Sharing Plan Clients
19
AUM
$27.8M
Charitable Organization Clients
13
AUM
$53.7M
Corporation or Business Clients
41
AUM
$443.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLILLAMAMDNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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