The Portfolio Strategy Group LLC
Nombre legal: THE PORTFOLIO STRATEGY GROUP, LLC
Detalles de contacto completos
The Portfolio Strategy Group LLC
81 MAIN STREET, SUITE 201, WHITE PLAINS, NY
914-328-6660
914-328-6670
Otra información
El Grupo de Estrategia de Cartera, LLC es una empresa de responsabilidad limitada de 11 miembros con sede en Delaware que se especializa en servicios y asesoramiento financiero. 6 de sus empleados ocupan cargos de asesoramiento. Aunque se desconoce el número de clientes atendidos, el estado de la firma ante la SEC ha sido aprobado desde febrero de 2013.
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Choosing the right investment firm is one of the most important decisions you will ever make. For nearly 30 years, The Portfolio Strategy Group has been providing custom portfolio management and financial guidance for wealthy individuals, families and institutions. Please visit our website to see ho…
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Propietarios directos
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ATIYA LEARY
CHIEF COMPLIANCE OFFICER posee menos de 5%
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EDWARD LAURENCE SCHARF
MANAGING DIRECTOR posee menos de 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
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LAWRENCE DAVID BARTIMER
MANAGING DIRECTOR posee menos de 5%
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PETER SCOTT YORKES
MANAGING DIRECTOR posee menos de 5%
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RICHARD ALAN YOKEN
PRESIDENT & MANAGING DIRECTOR posee menos de 5%
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THOMAS MICHAEL ZOTTNER
MANAGING DIRECTOR posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
Custodios
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CHARLES SCHWAB & CO., INC.
Estados Unidos