Portfolio Consulting Group Inc is a large advisory firm based in East Syracuse. It manages $73.17 million of regulatory assets for 458 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Kansas, Michigan, and 4 other states.
Portfolio Consulting Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portfolio Consulting Group Inc is $73.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Portfolio Consulting Group Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gilbert Charles Lynagh has been acting as President since 1 Nov 1999. John Anthony Paganelli joined the executive team most recently as the V.P. Operations/Finance.
The principal office where Portfolio Consulting Group Inc performs its advisory services is located at 6333 Rt 298, East Syracuse, NY 13057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315.414.0515 or by fax 315.414.0340. The normal business hours are 9:00am 5:00pm on Monday - Friday. You can find more information about the New York firm at www.portfolioconsultinggroup.com.