All entities
norm: the portfolio strategyUSno LEI · no CIKMax severity: Medium
Canonical registry
The Portfolio Strategy Group
ent_ff8fef8047773e07045b7420
Disclosures
2
State AG · 2 jurisdictions
Multi-filing incidents
—
no multi-filing incident in sample
Max affected reported
18
as filed · State AG MA
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- The Portfolio Strategy Group
- Normalized
- the 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
- None on record
Disclosure history (2)newest first
- Massachusetts State AGas victim2025-07-29
The Portfolio Strategy Group, LLC reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2025-07-29. 18 Massachusetts residents were affected.
- Vermont State AGas victim2025-06-25
State AG notice for The Portfolio Strategy Group regarding a data breach. The provided HTML source contains only site navigation and footer content; the specific breach details, dates, affected data, and response actions are not present in the extracted text.