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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
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO STRATEGIES INC NY
PORTFOLIO STRATEGIES INC NY
AUM
$724M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

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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05

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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