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THE PORTFOLIO STRATEGY GROUP, LLC

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

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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

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

Firm CRD#:

166593

SEC#:

801-77583

No. of Clients:

405

Assets under Management

$2,159,778,408

No. of Advisors:

14

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