The Portfolio Strategy Group Revenue
Financial Services • 
White Plains, New York, United States • 11-20 Employees
The Portfolio Strategy Group revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Key Contacts at The Portfolio Strategy Group
Jacques Boubli
Managing Director
Tom Zottner
Managing Director
Peter Yorkes
Managing Director
Ed Scharf
Managing Director
Company overview
| Headquarters | 50 Main St, Suite 1280, White Plains, NY 10606, US |
| Phone number | +19143286670 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
The Portfolio Strategy Group Email Formats
The Portfolio Strategy Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@psgwealth.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@psgwealth.com | 70% |
{first name}{last name} | johndoe@psgwealth.com | 30% |
About The Portfolio Strategy Group
The Portfolio Strategy Group is a leading independent wealth management firm. For over 30 years, our team of highly experienced investment professionals has provided custom portfolio management and personalized guidance on a broad range of financial planning issues for wealthy individuals, families and institutions. We offer objective, thoughtful and intelligent advice with the highest level of personal service, attention and flexibility to clients nationwide. We manage roughly $2 billion in client assets. The Portfolio Strategy Group was founded in New York City in 1990. We were pioneers, offering affluent individuals and families asset allocation services and an open architecture approach to investing that provided access to best-in-class investment managers at a time when this service was primarily available to only the largest institutional investors. We are and have always been a fiduciary, putting our clients’ interests first every day. In 2003, The Portfolio Strategy Group moved to Westchester but continued the high energy mind set of Manhattan investment professionals. In 2012, we joined Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. The Portfolio Strategy Group is a Registered Investment Advisor with the Securities and Exchange Commission.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Portfolio Strategy Group has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
The Portfolio Strategy Group has never raised funding before.
The Portfolio Strategy Group Tech Stack
Discover the technologies and tools that power The Portfolio Strategy Group's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Maps
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Analytics
Canada
Estonia
United Kingdom
Korea, Republic of
Frequently asked questions
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