Portfolio Strategies Inc Ny is an SEC registered investment adviser organized as a corporation with a primary office location in Montvale, NJ. Its latest Form ADV filing, dated April 6, 2026, reports $1.0B in regulatory assets under management, 11 employee, 2 offices, and 3,412 accounts.
Assets Under Management
$1.0B
Employees
11
Offices
2 offices
Total Clients
3,412
Primary office
MONTVALE, NJ
180 SUMMIT AVENUE, SUITE 200, MONTVALE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
3,070
2
HNWI
5.5%
186
3
Corporations
4.5%
153
4
Charitable
0.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 6, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts3,412
10Y AUM Change+$618M (+155.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee310:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.