$1.0B Total AUM
$1.0B Disc. AUM
19.5% 3Y CAGR
11 Employees
3,412 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1993
- Office Locations
- 2
Office Locations
180 Summit Avenue Suite 200 Montvale NJ
1897 Lakewood Road Suite 107 Toms River NJ
About Portfolio Strategies INC NY
Portfolio Strategies INC NY is a Montvale-based RIA with 2 offices. The firm has been operating for 32 years. Managing $1.0B in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$253.9M AVG AUM / ADVISOR
$297.7K AVG AUM / CLIENT
21 yrs AVG TENURE
11 Employees
4 Advisory Reps
3 RIA Reps
32yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHAIM ZEV KIRSHENBAUM
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
P
PAUL S KIRSHENBAUM
Managing Partner, President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 13 owners & executives
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Z
Zev Katz
Chief Operating Officer
- CRD
- #7872419
Available
Available
Available
A
Aron Soifer
Director of Sales
- CRD
- #7573384
Available
Available
Available
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,015,753,299 | $297,700 |
| Non-Discretionary | $0 | -- |
| Total | $1,015,753,299 | $297,700 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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