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Building 2PPC PORTFOLIO CONSULTANTS, INC.

Map pinCOLUMBUS, OH
Phone614-267-2600
NotebookSEC #801-28441
Total AUM
$342M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 HORIZONS DR
COLUMBUS
OH 43220
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
614-267-2600

ReceiptFinancials

Total AUM
$342M
Accounts
924
Discretionary
$330.3M
Accounts
806
Non-Discretionary
$11.7M
Accounts
118

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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