PORTFOLIO STRATEGIES INC NY

RIASEC RegisteredEst. 1994

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$298K

Accounts

3,412

Employees

11

Advisory reps

16

Firm details

Headquarters: MONTVALE, New Jersey
CRD number: 106942
Registered since: January 1, 1994
Website: www.portstrat.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.37%
Individuals34.48%
Corporations / Businesses15%
Charitable Organizations1.15%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Portfolio Strategies Inc Ny is a corporate-structured registered investment adviser that has been SEC-registered since 1994. It serves both individual and family clients as well as institutional and business clients, delivering portfolio management for individuals/small businesses and for businesses or institutions. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. It is not flagged as an active ESG investor and does not present as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds95%
Cash & Cash Equivalents3%
Exchange Traded Equities2%

Owners & executives

2 of 2

Zev Katz
Chief Operating OfficerCRD 7872419
MADELINE HEDGES
Chief Compliance OfficerCRD 5159813

Contacts

3 of 14

Aron Soifer
AdvisorCRD 7573384
ELISHEVA ORATZ
ShareholderCRD 4361697
MORDY KIRSHENBAUM
ShareholderCRD 4361691

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 48

Active vs passive

$817M in ETFs

Passive

95%

$777M

Active

5%

$40.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES GLOBAL TECH ETF (IXN)	BlackRock	Passive	Technology	$91.7M	916,859	11.21%

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Primary office

MONTVALE, NJ

BERGEN

Location

MONTVALE, NJ

Headquartered in MONTVALE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: BERGEN
Address: 180 Summit Ave
Time zone: ET (UTC-5)
Office locations

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