Ppc Portfolio Consultants, Inc. (Columbus)

Name: Ppc Portfolio Consultants, Inc.
Address: 5000 Horizons Dr, Columbus, OH, 43220
Telephone: 614-267-2600

Ppc Portfolio Consultants, Inc. is a large advisory firm based in Columbus. It manages $342 million of regulatory assets for 924 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and Ohio.

Ppc Portfolio Consultants provides portfolio management for individuals and small businesses 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.

Ppc Portfolio Consultants: assets under management

The assets under management (AUM) of Ppc Portfolio Consultants, Inc. is $342 million. The firm's AUM has grown by 187% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $330.3 million in discretionary accounts and $11.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $409.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $99.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ppc Portfolio Consultants, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ppc Portfolio Consultants, Inc.

James Howard Wyland has been acting as President since 1 Mar 2003. Robert Jeffrey Young joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Mcdonald Sheffield	Secretary, chief compliance officer	1 Sep 1986	Other	1174596
Paul Joseph Breen	Treasurer	1 Sep 1986	Other	1211593
Inc. Professional Planning Consultants	Corporate intermediary	1 Sep 1986	75% - 100%	31-1059983
James Howard Wyland	President	1 Mar 2003	50% - 75%	473655
William Henderly	Vice president	1 Mar 2003	Other	4373195
Gregory Alan Smith	Vice president	1 Mar 2003	Other	1740015
Mark David Kindberg	Vice president	1 Mar 2003	Other	2111297
Jeffrey Robert Foster	Vice president	1 May 2006	Other	2154762
Jeffrey Richard Gomez	Vice president	1 Feb 2007	Other	5299393
Robert Jeffrey Young	Vice president	1 Feb 2008	Other	2424026
Brian Richard Stertzer	President	1 Feb 2008	Other	1155660

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Howard Wyland	President	1 Sep 1986	50% - 75%	473655

Based in Columbus

The principal office where Ppc Portfolio Consultants, Inc. performs its advisory services is located at 5000 Horizons Dr, Columbus, OH 43220, 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 614-267-2600 or by fax 614-267-2700. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ppcco.com.