The The Portfolio Strategy Group, LLC Data Breach: Reported Filing Facts
The Portfolio Strategy Group, LLC appears to be a financial services or investment advisory firm, given its name and focus on portfolio management. Such institutions typically collect and store highly sensitive personal and financial data, including investment account details, tax documentation, and government-issued identification numbers, to facilitate client financial planning and asset management. This security incident was officially reported to the New Hampshire Attorney General in 2025. If you have received a formal data breach notification letter from the company, it indicates that your personal information was potentially compromised during this event. We recommend reviewing the letter carefully to understand the specific scope of the exposure and the identity monitoring services being offered to help protect your financial identity.
- State
- New Hampshire
- Reported
- June 30, 2025
What to do if you were affected
These general steps can help limit the risk of identity theft and fraud after any data breach.
Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.
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