THE PORTFOLIO STRATEGY GROUP, LLC

50 Main Street
Suite 1280
White Plains, New York 10606
Tel: 9142884900

About THE PORTFOLIO STRATEGY GROUP, LLC

THE PORTFOLIO STRATEGY GROUP, LLC, formally registered with the SEC as THE PORTFOLIO STRATEGY GROUP, LLC. The firm was established in 02/08/2013. They have over 1 offices throughout the country.

THE PORTFOLIO STRATEGY GROUP, LLC is a White Plains, New York based Financial Planning firm with nearly $2,159,778,408 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166593
SEC#	801-77583
Assets Managed by Firm	$2,159,778,408
No. of Clients	405
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	405	$2,159,778,408
Individuals (other than high net worth individuals)	43	$17,821,896
High net worth individuals	285	$1,674,130,793
Pension and profit sharing plans	25	$19,183,560
Charitable organizations	14	$49,604,063
Corporations or other businesses	36	$350,760,046

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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