The Portfolio Strategy Group, LLC

Public-record details

Address

50 Main Street, Suite 1280, White Plains, NY 10606

Phone

(914) 288-4900

Listed under

Financial planning, Hourly fees, % of assets managed

CRD number

166593

Registration

SEC registered since 2013-02-08

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$2.6 billion

Accounts managed

478

Clients reported (Form ADV 5.D)

480

Individual / high-net-worth clients

46 / 359

Employees

15

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-26

SEC registered investment adviser, CRD 166593, 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 166593 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

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.