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