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Elisheva Oratz

PORTFOLIO STRATEGIES INC NY·MONTVALE, New Jersey
Unclaimed Profile
180 SUMMIT AVENUE, MONTVALE, NJ 07645CRD# 4361697Firm CRD# 106942
01

About

Elisheva Oratz 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4361697
Firm CRD# 106942
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elisheva Oratz offer?
Elisheva Oratz specializes in Investment Management, Wealth Management. Contact their office in MONTVALE, New Jersey for a consultation.
What are Elisheva Oratz's credentials?
Elisheva Oratz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elisheva Oratz located?
Elisheva Oratz 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 Elisheva Oratz charge for services?
Elisheva Oratz'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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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