Portfolio Consulting Group Inc (East Syracuse)

Name: Portfolio Consulting Group Inc
Address: 6333 Rt 298, East Syracuse, NY, 13057
Telephone: 315.414.0515

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.

Portfolio Consulting Group: assets under management

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 firm manages $73.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.76 thousand each.

Fees & Commissions

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.

Careers at Portfolio Consulting Group Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gilbert Charles Lynagh	President	1 Nov 1999	50% - 75%	1898763
Stephen Dean Swift	Vice-president	1 Apr 2002	25% - 50%	1819904
Mark Benedict Kostrzewski	Vice-president	1 Apr 2002	25% - 50%	1022031
Mark Richard Edwards	Business manager	1 Mar 2003	Other	4653052
John Anthony Paganelli	Director of operations	1 Oct 2003	Other	4742789
Jerome Jacob Kanter	Vp/shareholder	1 Dec 2003	Other	1542030
Robert Bruce Bachman	Chief compliance officer	1 Oct 2004	Other	9646
John Anthony Paganelli	V.p. operations/finance	1 Mar 2005	Other	4742789

Based in East Syracuse

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.