Portfolio Strategies INC NY

Public-record details

Address

180 Summit Avenue, Suite 200, Montvale, NJ 07645

Phone

(201) 571-4100

Listed under

Hourly fees, Flat / fixed fees, % of assets managed

CRD number

106942

Registration

SEC registered since 1994-01-01

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$1.0 billion

Accounts managed

3,412

Clients reported (Form ADV 5.D)

3,412

Individual / high-net-worth clients

3,070 / 186

Employees

11

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-06

SEC registered investment adviser, CRD 106942, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 106942 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.