The Portfolio Strategy Group, LLC

Overview

The Portfolio Strategy Group, LLC is an SEC registered investment adviser based in White Plains, NY, registered since 2013. It reports $2.6B in assets under management across 478 accounts, with 15 employees. It has 1 investment adviser representatives.

Reported AUM

$2.6B

Discretionary

100%

Accounts

478

Average account

$5.5M

Employees

15

Advisory reps

1

Registered since

2013

Jurisdictions

14

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Edward Laurence Scharf Managing Director CRD 2362569
• Jacques Elie Boubli Managing Director CRD 5571421
• Lawrence David Bartimer Managing Director CRD 1320519

4 more executive officers, with direct contact details

Advisory reps 1 of 1

• Jacques Elie Boubli Investment Adviser Rep CRD 5571421

Location

Headquarters

50 Main St Ste 1280
White Plains, NY 10606

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: psgwealth.com

Every state, with registration dates

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