$2.6B Total AUM
$2.6B Disc. AUM
9.2% 3Y CAGR
15 Employees
484 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2012
- Office Locations
- 1
Office Locations
50 Main Street Suite 1280 White Plains NY
About THE Portfolio Strategy Group, LLC
The Portfolio Strategy Group (PSG) is a White Plains, NY RIA providing goals-based wealth planning and discretionary investment management for individuals and families across generations. PSG takes an institutional-style approach to portfolio construction and asset allocation, with significant ETF usage. The firm publishes regular market commentary/webinars; custody relationships include Schwab and Fidelity.
Team overview
-- AVG AGE
$291.2M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
10.7 yrs AVG TENURE
15 Employees
9 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
L
LAWRENCE DAVID BARTIMER
Managing Director
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
JACQUES ELIE BOUBLI
Managing Director
- CRD
- #5571421
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,610,792,761 | $5,866,950 |
| Non-Discretionary | $10,190,656 | $308,808 |
| Total | $2,620,983,417 | $5,483,229 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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