Portfolio Strategies Inc Ny
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
FINTRXOverview
Portfolio Strategies Inc Ny is an independent, privately owned registered investment adviser that has been SEC-registered since 1994. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management services for individuals, small businesses and for organizations. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. Portfolio Strategies does not identify itself as a capital allocator, is not an active ESG investor, and does not describe pension consulting or multi-state adviser activity in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
2 of 2Zev Katz
Chief Operating OfficerCRD 7872419
Madeline Hedges
Chief Compliance OfficerCRD 5159813
Contacts
3 of 14Aron Soifer
AdvisorCRD 7573384
Elisheva Oratz
ShareholderCRD 4361697
Mordy Kirshenbaum
ShareholderCRD 4361691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$1B in ETFs
87%
$880M
7%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GLOBAL TECH ETF (IXN) | BlackRock | Passive | Technology | $132M | 911,690 | 13.04% |
Location
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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