The Portfolio Strategy Group LLC

The Portfolio Strategy Group, LLC is an 11-member limited liability company based in Delaware that specializes in financial advice and services. 6 of their employees hold advisory roles. While the number of clients served is unknown, the firm's status with the SEC has been approved since February 2013.

• ATIYA LEARY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• EDWARD LAURENCE SCHARF

  MANAGING DIRECTOR owns less than 5%

• FOCUS OPERATING, LLC

  MEMBER (MANAGER) owns 75% or more

• LAWRENCE DAVID BARTIMER

  MANAGING DIRECTOR owns less than 5%

• PETER SCOTT YORKES

  MANAGING DIRECTOR owns less than 5%

• RICHARD ALAN YOKEN

  PRESIDENT & MANAGING DIRECTOR owns less than 5%

• THOMAS MICHAEL ZOTTNER

  MANAGING DIRECTOR owns less than 5%

• FOCUS FINANCIAL PARTNERS INC.

  MEMBER owns 75% or more

• FOCUS FINANCIAL PARTNERS, LLC

  MEMBER owns 75% or more

• CHARLES SCHWAB & CO., INC.
  United States

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