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Portfolio Strategies Inc Ny

● SEC registered since 1994CRD 106942SEC# 801-45798Montvale, NJ
Export (members)
Reg. AUM
$861.2M
Employees
8
Accounts
3,114
Location
Montvale, NJ

Portfolio Strategies Inc Ny assets under management

Portfolio Strategies Inc Ny operates as an SEC-registered investment adviser based in Montvale, NJ. The firm has been registered since 1994. It reports $861.2 million in regulatory assets under management and employs 8 people.

Portfolio Strategies Inc Ny owners & executives

13 reported
NameTitleOwnershipSince
Aharon KirshenbaumVice President5-10%1996
Chaim Mordechai MunkShareholder5-10%1993
Chaim Zev KirshenbaumShareholder10-25%1993
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Frequently asked questions

How much does Portfolio Strategies Inc Ny manage?

Portfolio Strategies Inc Ny reports $861.2 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Strategies Inc Ny have?

Portfolio Strategies Inc Ny reports 8 employees.

Where is Portfolio Strategies Inc Ny located?

Portfolio Strategies Inc Ny is based in Montvale, NJ and has been SEC-registered since 1994.

Does Portfolio Strategies Inc Ny disclose fund performance?

Portfolio Strategies Inc Ny is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 Summit Avenue, Suite 200, Montvale, NJ 07645
Phone201-571-4100
Fax201-571-4101
Office hours10-4 (M-Th) 10-1 (F)
SEC regionNew York Regional Office (NYRO)
CIK1753271
Discloses disciplinary historyNo

Assets under management

Discretionary$861.2M
Non-discretionary$0
Total (RAUM)$861.2M