Portfolio Strategies INC Ny
Montvale, NJ·SEC-registered · CRD #106942
Portfolio Strategies INC Ny is an SEC-registered investment advisory firm in Montvale, NJ managing $1.0B across 3.4k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
3.4k
Advisory staff
4
Fee model
Fee-based
How Portfolio Strategies INC Ny is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Portfolio Strategies INC Ny
How much does Portfolio Strategies INC Ny manage?
Per its most recent SEC Form ADV filing (04/06/2026), Portfolio Strategies INC Ny reports $1.0B in regulatory assets under management across roughly 3.4k client accounts.
How does Portfolio Strategies INC Ny charge?
Portfolio Strategies INC Ny is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Portfolio Strategies INC Ny a fiduciary?
Yes. Portfolio Strategies INC Ny is registered with the U.S. Securities and Exchange Commission (CRD #106942), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Portfolio Strategies INC Ny taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Portfolio Strategies INC Ny and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Montvale, NJ
Profile compiled from Portfolio Strategies INC Ny's public SEC Form ADV filing (CRD #106942, filed 04/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Portfolio Strategies INC Ny. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Portfolio Strategies INC Ny? Claim this profile.