THE PORTFOLIO STRATEGY GROUP, INC.
CRD #114753 SEC #801-37533 WHITE PLAINS, NY 914-328-6660
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$1B
Employees
6
Clients
101
Accounts
1,593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $1B | $1B | $0 | 6 | 220 |
| Apr 2012 | $1B | $1B | $0 | 6 | 220 |
| Dec 2011 | $1B | $1B | $0 | 6 | 101 |
| Apr 2011 | $940M | $940M | $0 | 10 | -- |
| Aug 2010 | $905M | $905M | $0 | 10 | -- |
| Mar 2007 | $850M | $850M | $0 | 10 | -- |
| Feb 2006 | $705M | $705M | $0 | 10 | -- |
| Feb 2005 | $525M | $525M | $0 | 10 | -- |
| Feb 2005 | $435M | $435M | $0 | 10 | -- |
| Jan 2005 | $525M | $525M | $0 | 10 | -- |
| Jan 2005 | $525M | $525M | $0 | 10 | -- |
| Jul 2001 | $420M | $420M | $0 | 5 | -- |
DateJul 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients220
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients220
DateDec 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients101
DateApr 2011
Total AUM$940M
Discretionary$940M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$905M
Discretionary$905M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$705M
Discretionary$705M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees5
Clients--