Portfolio Strategies is an investment advisor in Montvale with $744.88 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133736192
SEC advisor number
801-18475
FINRA CRD number
104685
AUM ?
$59.55 mm
(as of 26 Mar 24)
Accounts
383
(as of 26 Mar 24)
Employees
5
(3 investment advisory or research)
Address
Portfolio Strategies
11 WAVERLY PLACE
MONSEY
NY 10952
11 WAVERLY PLACE
MONSEY
NY 10952
Phone
845-352-1919
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21