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THE PORTFOLIO STRATEGY GROUP, LLC
Tel: 9142884900
50 Main Street Suite 1280
White Plains, New York 10606
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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