Portfolio Management Consultants is a large advisory firm based in Denver. It manages $3.58 billion of regulatory assets for 5,584 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Portfolio Management Consultants 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.
The assets under management (AUM) of Portfolio Management Consultants is $3.58 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Portfolio Management Consultants for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
Gary Philip Engle has been acting as President since 1 May 1999. Brian Keith Andrew has served as the Chief Investment Officer since 1 Oct 2000. Stephen Charles Omeara joined the executive team most recently as the Secretary.
The principal office where Portfolio Management Consultants performs its advisory services is located at 555 17 Th Street, 14 Th Floor, Denver, CO 80202, 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 303-292-1177 or by fax 303-293-2152. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pmcdenver.com.