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PORTFOLIO STRATEGIES INC NY
Tel: 201-571-4100
180 Summit Avenue Suite 200
Montvale, New Jersey 07645
PORTFOLIO STRATEGIES INC NY
PORTFOLIO STRATEGIES INC NY is a Montvale, New Jersey based financial advisory firm with nearly $723,730,439 in assets under management and provides investment advisory services for 3039 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
106942
SEC#:
801-45798
No. of Clients:
3039
Assets under Management
$723,730,439
No. of Advisors:
8
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