Unclaimed Profile

Aharon Kirshenbaum

PORTFOLIO STRATEGIES INC NY·MONTVALE, New Jersey

Clean recordPORTFOLIO STRATEGIES INC NY

180 SUMMIT AVENUE, MONTVALE, NJ 07645CRD# 4361664Firm CRD# 106942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aharon Kirshenbaum · MONTVALE, NJ

Registration

CRD #4361664 · PORTFOLIO STRATEGIES INC NY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aharon Kirshenbaum is a registered financial advisor based in MONTVALE, New Jersey, affiliated with PORTFOLIO STRATEGIES INC NY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

PORTFOLIO STRATEGIES INC NY

AUM

$724M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PORTFOLIO STRATEGIES INC NY →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4361664

Firm CRD# 106942

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aharon Kirshenbaum offer?

Aharon Kirshenbaum specializes in Investment Management, Wealth Management. Contact their office in MONTVALE, New Jersey for a consultation.

What are Aharon Kirshenbaum's credentials?

Aharon Kirshenbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aharon Kirshenbaum located?

Aharon Kirshenbaum is based in MONTVALE, New Jersey, working with PORTFOLIO STRATEGIES INC NY. Their office serves clients in the MONTVALE metropolitan area and surrounding communities.

How does Aharon Kirshenbaum charge for services?

Aharon Kirshenbaum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO STRATEGIES INC NY?

PORTFOLIO STRATEGIES INC NY has approximately 8 employees and manages $724M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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