Portfolio Strategies Inc Ny
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Overview
Portfolio Strategies Inc Ny is a financial advisory firm based in Montvale, New Jersey, with registration in multiple states, including California, Florida, Illinois, Maryland, Ohio, Pennsylvania, New York, and New Jersey.
The firm is not a registered broker-dealer. It manages $595.1 million in assets under management (AUM) across 3030 client accounts. The firm's 3 financial advisors manage these accounts on a discretionary basis, which means they have the authority to make investment decisions without requiring prior approval from their clients.
Portfolio Strategies Inc Ny provides portfolio management services for individuals, small businesses, and institutional clients. The firm operates on asset-based and fixed fee structures and does not participate in a wrap fee program.
The firm's client base includes retail investors, high net worth investors, charitable organizations, and corporations. Retail investors make up the majority of the firm's client accounts, and the firm also serves 4 high net worth clients.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Portfolio Strategies Inc Ny by the Numbers
$595.1 million
8
3,030
$196.4 thousand
Fee Structure
Financial advisory fees typically depend on the financial services offered. Fee types charged by the company likely are comprised of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Portfolio Strategies Inc Ny.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Portfolio Strategies Inc Ny caters to retail investors, high net worth investors, charitable organizations and corporations. Out of its 3,030 clients, Portfolio Strategies Inc Ny's biggest client group by number of accounts is retail investors, though it also caters to 110 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 3.63%
- Other Individuals - 92.18%
- Corporations - 4.09%
- Charitable Organizations - 0.1%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Portfolio Strategies Inc Ny does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Portfolio Strategies Inc Ny
Montvale, NJ
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