The Portfolio Strategy Group, LLC
White Plains, NY·SEC-registered · CRD #166593
The Portfolio Strategy Group, LLC is an SEC-registered investment advisory firm in White Plains, NY managing $2.6B across 511 client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.6B
Client accounts
511
Advisory staff
9
Fee model
Fee-only
How The Portfolio Strategy Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL THE PORTFOLIO STRATEGY GROUP, LLC
See how The compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with The Portfolio Strategy Group, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with The Portfolio Strategy Group, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about The Portfolio Strategy Group, LLC
How much does The Portfolio Strategy Group, LLC manage?
Per its most recent SEC Form ADV filing (03/26/2026), The Portfolio Strategy Group, LLC reports $2.6B in regulatory assets under management across roughly 511 client accounts.
How does The Portfolio Strategy Group, LLC charge?
The Portfolio Strategy Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Portfolio Strategy Group, LLC a fiduciary?
Yes. The Portfolio Strategy Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #166593), 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 The Portfolio Strategy Group, LLC 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 The Portfolio Strategy Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in White Plains, NY
Profile compiled from The Portfolio Strategy Group, LLC's public SEC Form ADV filing (CRD #166593, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Portfolio Strategy Group, LLC. 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 The Portfolio Strategy Group, LLC? Claim this profile.