Portfolio Consultants Inc. (Columbus)

Name: Portfolio Consultants Inc.
Address: 700 Ackerman Road, Columbus, OH, 43202
Telephone: 614-267-2600

Portfolio Consultants Inc. is a large advisory firm based in Columbus. It manages $118.97 million of regulatory assets for 639 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.

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.

Portfolio Consultants: assets under management

The assets under management (AUM) of Portfolio Consultants Inc. is $118.97 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113.03 million in discretionary accounts and $5.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $236.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 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 Portfolio Consultants Inc.

William Henderly has been acting as President since 1 Oct 1994. James Howard Wyland joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Howard Wyland	Vice president	1 Sep 1986	50% - 75%	473655
Douglas Mcdonald Sheffield	Secretary	1 Sep 1986	Other	1174596
Paul Joseph Breen	Treasurer	1 Sep 1986	25% - 50%	1211593
Inc. Professional Planning Consultants	Corporate intermediary	1 Sep 1986	75% - 100%	31-1059983
William Henderly	President	1 Oct 1994	Other	4373195
Gregory Alan Smith	Director	1 Jan 2002	Other	1740015
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

Based in Columbus

The principal office where Portfolio Consultants Inc. performs its advisory services is located at 700 Ackerman Road, Columbus, OH 43202, 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 614-261-3098. 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.portfolioconsultants.com.