# PORTFOLIO CONSULTING GROUP INC

PORTFOLIO CONSULTING GROUP INC of EAST SYRACUSE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 112017
- Type: SEC-registered investment adviser
- SEC file number: 801-57599
- Location: 6315 FLY RD, EAST SYRACUSE, NY, 13057
- Phone: 315-445-0267
- Latest filing: 2010-05-04
- Regulatory AUM: $73.2M
- Discretionary AUM: $73.2M
- Clients: 1
- Accounts: 458

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| SWIFT STEPHEN DEAN | SHAREHOLDER; VICE-PRESIDENT; VP/SHAREHOLDER | — |
| BACHMAN ROBERT BRUCE | CHIEF COMPLIANCE OFFICER | — |
| LYNAGH GILBERT CHARLES | PRESIDENT; PRESIDENT/SHAREHOLDER; PRESIDENT/SHAREHOLDER, CHIEF COMPLIANCE OFFICER, SECRETARY & TREASURER | — |
| KOSTRZEWSKI MARK BENEDICT | VICE-PRESIDENT; VP/SHAREHOLDER | — |
| PAGANELLI JOHN ANTHONY | DIRECTOR OF OPERATIONS; V.P. OPERATIONS/FINANCE | — |
| EDWARDS MARK RICHARD | BUSINESS MANAGER | — |
| KANTER JEROME JACOB | VP/SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112017/similar
- Related entities: https://search.stillhousedata.com/firm/112017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112017

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.