THE PORTFOLIO STRATEGY GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,620,983,417
Discretionary
$2,610,792,761
Non-discretionary
$10,190,656
Firm details
- CRD number
- 166593
- SEC file number
- 801-77583
- Main office
- WHITE PLAINS, NY, United States
- Employees
- 15
- SEC status
- Approved
- Website
- https://psgwealth.com/
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of October 2026.