← Back to search
PORTFOLIO STRATEGIES INC NY
CRD 106942 · SEC 801-45798
180 SUMMIT AVENUE, SUITE 200, MONTVALE, NJ, 07645, United States
Phone
201-571-4100
Fax
201-571-4101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.02B
Team
11 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3070 | $350.2M |
| High net worth individuals | 186 | $501.5M |
| Charitable organizations | 3 | $11.6M |
| Corporations/business entities | 153 | $152.4M |
States served
CA, CO, IL, LA, MD, MA, MI, NJ, NY, OH, PA, TX, CT, FL
Official SEC filing: View on IAPD