THE PORTFOLIO STRATEGY GROUP, LLC - Financial Advisor in New York, White Plains

Tel: 9142884900 50 Main Street Suite 1280 White Plains, New York 10606

About THE PORTFOLIO STRATEGY GROUP, LLC

THE PORTFOLIO STRATEGY GROUP, LLC is a White Plains, New York based financial advisory firm with nearly $2,159,778,408 in assets under management and provides investment advisory services for 405 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

166593

Firm SEC#:

801-77583

Assets Under Management:

$2,159,778,408

No. of Clients:

405

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS)

Fee Structure:

A percentage of AUM, Performance Based

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