PORTFOLIO CONSULTING GROUP INC
CRD #112017 SEC #801-57599 EAST SYRACUSE, NY 315.445.0267
SEC Registered
Total AUM
$80.5M
Discretionary
$80.5M
Employees
5
Clients
--
Accounts
678
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2010 | $73.2M | $73.2M | $0 | 5 | -- |
| Jan 2010 | $80.5M | $80.5M | $0 | 5 | -- |
| Mar 2009 | $80.5M | $80.5M | $0 | 5 | -- |
| Apr 2007 | $147.4M | $138.6M | $8.9M | 5 | -- |
| Mar 2006 | $130M | $125.4M | $4.6M | 10 | -- |
| Oct 2005 | $95.7M | $91.3M | $4.3M | 10 | -- |
| Jun 2005 | $95.7M | $91.3M | $4.3M | 10 | -- |
DateMay 2010
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$80.5M
Discretionary$80.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$80.5M
Discretionary$80.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$147.4M
Discretionary$138.6M
Non-Disc.$8.9M
Employees5
Clients--
DateMar 2006
Total AUM$130M
Discretionary$125.4M
Non-Disc.$4.6M
Employees10
Clients--
DateOct 2005
Total AUM$95.7M
Discretionary$91.3M
Non-Disc.$4.3M
Employees10
Clients--
DateJun 2005
Total AUM$95.7M
Discretionary$91.3M
Non-Disc.$4.3M
Employees10
Clients--