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Building 2PORTFOLIO CONSULTING GROUP INC

Map pinEAST SYRACUSE, NY
Phone315.414.0515
NotebookSEC #801-57599
Total AUM
$73.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6333 RT 298
EAST SYRACUSE
NY 13057
United States
Operating Hours
9:00AM 5:00PM
Monday - Friday
Phone
315.414.0515

ReceiptFinancials

Total AUM
$73.2M
Accounts
458
Discretionary
$73.2M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMIMONYPATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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