Portfolio Strategies Inc Ny

Portfolio Strategies Inc Ny (CRD# 106942) is a financial advisory firm headquartered in Montvale, NJ. They manage $723,730,439 in 3,039 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
180 Summit Avenue, Suite 200, Montvale, NJ 07645
http://www.psiinvest.com
By the Numbers
  • Total Assets Under Management
    724
    MILLION
  • Total Number of Accounts
    3,039
    ACCOUNTS
  • Average Account Value
    $238,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MA, MD, MI, NJ, NY, OH, PA, TX

Financial Advisors at Portfolio Strategies Inc Ny
Showing 1 - 2 of 2 top financial advisors.
1
Zev Katz, financial advisor Montvale NJ
Zev Katz
CRD#: 7872419
180 Summit Avenue, Suite 200, Montvale, NJ 07645

Zev Katz (CRD# 7872419) is an Investment Advisor Representative working at Portfolio Strategies Inc Ny in Montvale, NJ and has 1 year of experience in the finance industry.

2
Israel Spiegel, financial advisor Montvale NJ
Israel C. Spiegel
CRD#: 7345115
180 Summit Avenue, Suite 200, Montvale, NJ 07645

Israel Spiegel (CRD# 7345115) is an Investment Advisor Representative working at Portfolio Strategies Inc Ny in Montvale, NJ and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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