PORTFOLIO STRATEGIES INCORPORATED

Company Details

Name:	PORTFOLIO STRATEGIES INCORPORATED
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	15 Sep 1993 (32 years ago)
Entity Number:	1756971
ZIP code:	10952
County:	Rockland
Place of Formation:	New York
Address:	11 WAVERLY PLACE, MONSEY, NY, United States, 10952

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Name	Role	Address
PAUL S KIRSHENBAUM	Chief Executive Officer	11 WAVERLY PLACE, MONSEY, NY, United States, 10952

Name	Role	Address
THE CORPORATION	DOS Process Agent	11 WAVERLY PLACE, MONSEY, NY, United States, 10952

Filing Number	Date Filed	Type	Effective Date
131002006162	2013-10-02	BIENNIAL STATEMENT	2013-09-01
110915002889	2011-09-15	BIENNIAL STATEMENT	2011-09-01
090914002730	2009-09-14	BIENNIAL STATEMENT	2009-09-01
070917002565	2007-09-17	BIENNIAL STATEMENT	2007-09-01
051103002875	2005-11-03	BIENNIAL STATEMENT	2005-09-01
030918002517	2003-09-18	BIENNIAL STATEMENT	2003-09-01
991015002052	1999-10-15	BIENNIAL STATEMENT	1999-09-01
970916002556	1997-09-16	BIENNIAL STATEMENT	1997-09-01
951004002041	1995-10-04	BIENNIAL STATEMENT	1995-09-01
930915000270	1993-09-15	CERTIFICATE OF INCORPORATION	1993-09-15

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

8701057204

2020-04-28

0202

PPP

11 Waverly Place, MONSEY, NY, 10952

Loan Status Date	2021-05-13
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	173000
Loan Approval Amount (current)	201700
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	437880
Servicing Lender Name	First Commerce Bank
Servicing Lender Address	105 River Ave, LAKEWOOD, NJ, 08701-4267
Rural or Urban Indicator	U
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	MONSEY, ROCKLAND, NY, 10952-0001
Project Congressional District	NY-17
Number of Employees	13
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	437880
Originating Lender Name	First Commerce Bank
Originating Lender Address	LAKEWOOD, NJ
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	203627.36
Forgiveness Paid Date	2021-04-15

Date of last update: 15 Mar 2025