WHITE PLAINS, NYCRD 166593Latest ADV March 26, 2026
The Portfolio Strategy Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 26, 2026, reports $2.6B in regulatory assets under management, 15 employees, and 478 accounts.
Assets Under Management
$2.6B
Employees
15
Offices
--
Total Clients
480
Primary office
WHITE PLAINS, NY
50 MAIN STREET, SUITE 1280, WHITE PLAINS, NY, United States
Top client segmentHNWI represent 74.8% of total clients.
Top client categories% of clientsClients
1
HNWI
74.8%
359
2
Individuals
9.6%
46
3
Corporations
8.5%
41
4
Pension Plans
4.0%
19
5
Charitable
2.7%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 26, 2026
Discretionary99.6%
$2.6B
100% of total RAUM99.6%
Non-discretionary0.4%
$10M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.6B
Total Accounts478
10Y AUM Change+$1.2B (+89.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee32:1
10Y Employee Change+5 (+50.0%)
* 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.