PORTFOLIO STRATEGIES INC NY
PEER BENCHMARKS
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE |
FIRM VALUE | ||
|---|---|---|---|
| Percentage of AUM | Yes | 319 Firms | Yes |
| Hourly Charges | No | 225 Firms | No |
| Subscription Fees | No | 330 Firms | No |
| Fixed Fees | No | 177 Firms | Yes |
| Commissions | No | 327 Firms | No |
| Performance Based Fees | No | 209 Firms | No |
| Other | No | 290 Firms | No |
Understanding Truelytics Peer Groups
A firm’s Truelytics Peer Group is a benchmark calculation based on the average data in a group. Peer group’s are dynamically generated via self-reported AUM mapped against the Truelytics database of 8,000+ firms and their self-repoted data.
Truelytics Peer Benchmark Details
Truelytics Score
3.0
$588.0M
$595.1M
$3.7M
$1.1M
A-
The Business Stability Grade reflect the structure and operations of a firm. Many of the KPIs are directly under a firm's control and can be improved in the short term to improve profitability.
B
The Client Stability Grade reflect the stability of a firm's client demographics. Improvements to client stability usually involve longer term changes to one's client base vs business stability indicators.
B+
Your Market Stability Grade reflects the amount of market risk inherent in your revenue streams. Risk here is not necessarily a bad thing - exposure to the market can generate growth in good times.
Resource Center
Advisor Transition Management Platform
About TrueRecruit
With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.
About TruePerformance
TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.
About TrueContinuity
TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.
About TrueMatch
TrueMatch supports advisors planning succession or growth through M&A to find perfect opportunities.
Contact Truelytics Today!
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help RIAs attract, grow, and retain advisory businesses while also reducing the costs related to transitions.