PORTFOLIO STRATEGIES INC NY
CRD #106942 SEC #801-45798 MONTVALE, NJ 201-571-4100
SEC Registered
Total AUM
$861.2M
Discretionary
$861.2M
Employees
8
Clients
--
Accounts
3,114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $861.2M | $861.2M | $0 | 8 | 0 |
| Mar 2025 | $861.2M | $861.2M | $0 | 8 | 0 |
| Aug 2024 | $723.7M | $723.7M | $0 | 8 | 0 |
| Apr 2024 | $723.7M | $723.7M | $0 | 8 | 0 |
| Mar 2024 | $723.7M | $723.7M | $0 | 8 | 0 |
| Jan 2024 | $595.1M | $595.1M | $0 | 8 | 0 |
| Mar 2023 | $595.1M | $595.1M | $0 | 8 | 0 |
| Apr 2022 | $744.9M | $744.9M | $0 | 8 | 0 |
| Mar 2022 | $744.9M | $744.9M | $0 | 8 | 0 |
| Apr 2021 | $673.3M | $673.3M | $0 | 8 | 0 |
| Mar 2021 | $673.3M | $673.3M | $0 | 8 | 0 |
| Jun 2020 | $494.1M | $494.1M | $0 | 8 | 0 |
| Jun 2020 | $494.1M | $494.1M | $0 | 8 | 0 |
| Mar 2020 | $494.1M | $494.1M | $0 | 8 | 0 |
| Nov 2019 | $407M | $407M | $0 | 9 | 0 |
| May 2019 | $407M | $407M | $0 | 9 | 0 |
| Mar 2019 | $407M | $407M | $0 | 9 | 0 |
| Oct 2018 | $467.6M | $467.6M | $0 | 11 | 0 |
| Jun 2018 | $467.6M | $467.6M | $0 | 11 | 0 |
| Mar 2018 | $467.6M | $467.6M | $0 | 11 | 0 |
| Mar 2017 | $398M | $398M | $0 | 11 | 1,100 |
| Mar 2016 | $376.8M | $376.8M | $0 | 11 | 1,000 |
| Mar 2015 | $412M | $412M | $0 | 11 | 1,000 |
| Mar 2014 | $406.1M | $406.1M | $0 | 11 | 1,000 |
| Nov 2013 | $335.1M | $335.1M | $0 | 11 | 1,000 |
| Apr 2013 | $335.1M | $335.1M | $0 | 11 | 1,000 |
| Mar 2013 | $335.1M | $335.1M | $0 | 11 | 1,000 |
| Mar 2012 | $311.3M | $311.3M | $0 | 11 | 1,000 |
| Aug 2011 | $319.1M | $319.1M | $0 | -- | -- |
| Mar 2011 | $319.1M | $319.1M | $0 | -- | -- |
| Mar 2009 | $258.1M | $258.1M | $0 | -- | -- |
| Mar 2008 | $370.7M | $370.7M | $0 | -- | -- |
| Mar 2007 | $342.8M | $342.8M | $0 | 10 | -- |
| Mar 2006 | $288.7M | $288.7M | $0 | 10 | -- |
| Sep 2005 | $255.4M | $255.4M | $0 | 10 | -- |
| Mar 2004 | $221.8M | $221.8M | $0 | 10 | -- |
| Mar 2002 | $202.3M | $202.3M | $0 | 10 | -- |
DateApr 2025
Total AUM$861.2M
Discretionary$861.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$861.2M
Discretionary$861.2M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$723.7M
Discretionary$723.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$723.7M
Discretionary$723.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$723.7M
Discretionary$723.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$595.1M
Discretionary$595.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$595.1M
Discretionary$595.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$744.9M
Discretionary$744.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$744.9M
Discretionary$744.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$673.3M
Discretionary$673.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$673.3M
Discretionary$673.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$494.1M
Discretionary$494.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$494.1M
Discretionary$494.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$494.1M
Discretionary$494.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$407M
Discretionary$407M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$407M
Discretionary$407M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$407M
Discretionary$407M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$467.6M
Discretionary$467.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$398M
Discretionary$398M
Non-Disc.$0
Employees11
Clients1,100
DateMar 2016
Total AUM$376.8M
Discretionary$376.8M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2015
Total AUM$412M
Discretionary$412M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2014
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees11
Clients1,000
DateNov 2013
Total AUM$335.1M
Discretionary$335.1M
Non-Disc.$0
Employees11
Clients1,000
DateApr 2013
Total AUM$335.1M
Discretionary$335.1M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2013
Total AUM$335.1M
Discretionary$335.1M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees11
Clients1,000
DateAug 2011
Total AUM$319.1M
Discretionary$319.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$319.1M
Discretionary$319.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$370.7M
Discretionary$370.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$221.8M
Discretionary$221.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees10
Clients--