The Portfolio Strategy Group, Llc, NY — Investment Adviser | BuildTrust

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THE PORTFOLIO STRATEGY GROUP, LLC

Investment AdviceWHITE PLAINS, NY

Assets Under Management

$2.4B

Total AUM

Donut chart: Discretionary 2.4B, Non-Discretionary 8.0M
Category	Value
Discretionary	2.4B
Non-Discretionary	8.0M

Adviser Information

Field	Value
CRD Number	166593
SEC Number	801-77583
Street Address	50 MAIN STREET
Street Address 2	SUITE 1280
Location	WHITE PLAINS, NY 10606
Country	United States
Phone	9142884900
Fax	9143286670
Total Employees	15
Business Types	commodity_trading_advisor, financial_product_sales

Client Count by Type (444 Total)

Horizontal bar chart: High Net Worth Individual… 328, Individuals (other than H… 42, Corporations/Businesses 35, Pension/Profit Sharing Pl… 22, Charitable Organizations 15, Pooled Investment Vehicle… 2
Category	Value
High Net Worth Individual…	328
Individuals (other than H…	42
Corporations/Businesses	35
Pension/Profit Sharing Pl…	22
Charitable Organizations	15
Pooled Investment Vehicle…	2