THE PORTFOLIO STRATEGY GROUP, LLC

RIASEC RegisteredEst. 2013

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$5.5M

Accounts

478

Employees

Advisory reps

Firm details

Headquarters: WHITE PLAINS, New York
CRD number: 166593
Registered since: February 8, 2013
Website: psgwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI77.35%
Corporations / Businesses16.92%
Charitable Organizations2.05%
Pooled Investment Vehicles1.83%
Pension & Profit Sharing Plans1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Portfolio Strategy Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm acts as a capital allocator for both individual & family clients and institutional accounts. Its advisory mix includes financial planning, portfolio management for individuals, businesses and pooled vehicles, and the selection of other advisers. The firm also conducts activities tied to pooled products and derivatives trading capacity (CPO/CTA) and functions as a salesperson of other financial products. Fee arrangements include percentage-of-AUM billing alongside hourly charges and performance-based fees. The firm is not identified as an active ESG investor and is not classified as a multi-state adviser. The Portfolio Strategy Group has been named among top RIA lists by FA Magazine (2020) and Forbes (2023, 2024).