# The Portfolio Strategy Group

The Portfolio Strategy Group is an Asset Manager based in White Plains, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** portstrat.com

## Regulatory record

- **CRD number:** 166593
- **SEC file number:** 801-77583
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166593

## About

The Portfolio Strategy Group, LLC is an SEC-registered investment adviser in White Plains, NY, registered since 2013. The firm manages $2.6 billion in assets, $2.6 billion on a discretionary basis. It has 15 employees and 9 investment advisers.

## Related profiles

- [THE PACIFIC CENTER FOR FINANCIAL SERVICES](https://altss.com/profile/the-pacific-center-for-financial-services)
- [The Portola Group](https://altss.com/profile/the-portola-group-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/the-portfolio-strategy-group-llc

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