Portfolio Strategies Inc Ny
● SEC registered since 1994CRD 106942SEC# 801-45798Montvale, NJ
Reg. AUM
$1.02B
Employees
11
Accounts
3,412
Location
Montvale, NJ
Portfolio Strategies Inc Ny assets under management
Portfolio Strategies Inc Ny operates as an SEC-registered investment adviser based in Montvale, NJ. The firm has been registered since 1994. It reports $1 billion in regulatory assets under management and employs 11 people.
Portfolio Strategies Inc Ny owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aharon Kirshenbaum | Vice President | 5-10% | 1996 |
| Chaim Mordechai Munk | Shareholder | 5-10% | 1993 |
| Chaim Zev Kirshenbaum | Shareholder | 10-25% | 1993 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Portfolio Strategies Inc Ny manage?
Portfolio Strategies Inc Ny reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Portfolio Strategies Inc Ny have?
Portfolio Strategies Inc Ny reports 11 employees.
Where is Portfolio Strategies Inc Ny located?
Portfolio Strategies Inc Ny is based in Montvale, NJ and has been SEC-registered since 1994.
Does Portfolio Strategies Inc Ny disclose fund performance?
Portfolio Strategies Inc Ny is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 180 Summit Avenue, Suite 200, Montvale, NJ 07645 |
| Phone | 201-571-4100 |
| Fax | 201-571-4101 |
| Office hours | 10-4 (M-Th) 10-1 (F) |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1753271 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $1.02B