norm: portfolio strategyUSno LEI · no CIKMax severity: Medium

Canonical registry

Portfolio Strategy

ent_a3510accd05ef939add6e33b

Compliance scorecard →🔔 Follow entity

Disclosures

1

State AG · 1 jurisdiction

Incidents

—

no linked incident in sample

Max affected reported

1

as filed · State AG NH

Leak-site claims

0

none in sample

Identity resolution

Canonical name: Portfolio Strategy
Normalized: portfolio strategy— dedupe via name-norm; Microsoft / MSFT collapse to one row
GLEIF LEI: No match
SEC EDGAR CIK: None — not an SEC registrant
Domain: portfoliostrategy.com

Disclosure history (1)newest first

⛰️New Hampshire State AGas victim2025-06-30
The Portfolio Strategy Group, LLC reported a data security incident to the New Hampshire Attorney General. On May 8, 2025, the company detected unusual activity on an employee's email account, likely due to phishing. An unauthorized individual accessed emails containing personal information, including names, addresses, SSNs, and financial account data. One New Hampshire resident was affected. The company engaged forensic investigators, reset passwords, and offered credit monitoring services.