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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACHMAN, ROBERT, BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACHMAN, ROBERT, BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACHMAN, ROBERT, BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAGANELLI, JOHN, ANTHONY | I | V.P. OPERATIONS/FINANCE | NA | Control |
| PAGANELLI, JOHN, ANTHONY | I | V.P. OPERATIONS/FINANCE | NA | Control |
| PAGANELLI, JOHN, ANTHONY | I | V.P. OPERATIONS/FINANCE | NA | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER | C | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER, CHIEF COMPLIANCE OFFICER, SECRETARY & TREASURER | C | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER, CHIEF COMPLIANCE OFFICER, SECRETARY & TREASURER | C | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER | C | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER, CHIEF COMPLIANCE OFFICER, SECRETARY & TREASURER | C | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER, CHIEF COMPLIANCE OFFICER, SECRETARY & TREASURER | C | Control |
| LYNAGH, GILBERT, CHARLES | I | PRESIDENT/SHAREHOLDER | C | Control |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| KOSTRZEWSKI, MARK, BENEDICT | I | VP/SHAREHOLDER | B | |
| SWIFT, STEPHEN, DEAN | I | VP/SHAREHOLDER | B | Control |
| SWIFT, STEPHEN, DEAN | I | SHAREHOLDER | B | Control |
| SWIFT, STEPHEN, DEAN | I | SHAREHOLDER | B | Control |
| SWIFT, STEPHEN, DEAN | I | VP/SHAREHOLDER | B | Control |
| SWIFT, STEPHEN, DEAN | I | SHAREHOLDER | B | Control |
| SWIFT, STEPHEN, DEAN | I | SHAREHOLDER | B | Control |
| SWIFT, STEPHEN, DEAN | I | VP/SHAREHOLDER | B | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (7)
FL KS MI MO NY PA TX
Address
6575 KIRKVILLE ROADEAST SYRACUSE, NY 13057
United States
Phone: 315.445.0267