RIA Intelligence

PPC PORTFOLIO CONSULTANTS, INC.

CRD #110912 SEC #801-28441 COLUMBUS, OH 614-267-2600
SEC Registered
Total AUM
$184.2M
Discretionary
$177.9M
Employees
10
Clients
0
Accounts
632

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
JANUARY
Registration Date
--
Latest Filing
May 19, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FOSTER, JEFFREY, ROBERTIVICE PRESIDENTNA Control
HENDERLY, WILLIAMIVICE PRESIDENTNA Control
HENDERLY, WILLIAMIPRESIDENTNA Control
HENDERLY, WILLIAMIVICE PRESIDENTNA Control
KINDBERG, MARK, DAVIDIVICE PRESIDENTNA Control
KINDBERG, MARK, DAVIDIVICE PRESIDENTNA Control
PROFESSIONAL PLANNING CONSULTANTS, INC.DECORPORATE INTERMEDIARYE
PROFESSIONAL PLANNING CONSULTANTS, INC.DECORPORATE INTERMEDIARYE
PROFESSIONAL PLANNING CONSULTANTS, INC.DECORPORATE INTERMEDIARYE
PROFESSIONAL PLANNING CONSULTANTS, INC.DECORPORATE INTERMEDIARYE
WYLAND, JAMES, HOWARDIPRESIDENTD Control
WYLAND, JAMES, HOWARDIVICE PRESIDENTD Control
WYLAND, JAMES, HOWARDIPRESIDENTD Control
WYLAND, JAMES, HOWARDIPRESIDENTC Control
BREEN, PAUL, JOSEPHITREASURERB Control
BREEN, PAUL, JOSEPHITREASURERB Control
BREEN, PAUL, JOSEPHITREASURERB Control
BREEN, PAUL, JOSEPHITREASURERB Control
GOMEZ, JEFFREY, RICHARDIVICE PRESIDENTB Control
SHEFFIELD, DOUGLAS, MCDONALDISECRETARY, CHIEF COMPLIANCE OFFICERB Control
SHEFFIELD, DOUGLAS, MCDONALDISECRETARY, CHIEF COMPLIANCE OFFICERB Control
SHEFFIELD, DOUGLAS, MCDONALDISECRETARYB Control
SHEFFIELD, DOUGLAS, MCDONALDISECRETARY, CHIEF COMPLIANCE OFFICERB Control
SMITH, GREGORY, ALANIVICE PRESIDENTB Control
SMITH, GREGORY, ALANIVICE PRESIDENTB Control
SMITH, GREGORY, ALANIDIRECTORB Control
SMITH, GREGORY, ALANIVICE PRESIDENTB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WYLAND, JAMES, HOWARDIPROFESSIONAL PLANNING CONSULTANTS, INC.D Control
WYLAND, JAMES, HOWARDIPROFESSIONAL PLANNING CONSULTANTS, INC.D Control
WYLAND, JAMES, HOWARDIPROFESSIONAL PLANNING CONSULTANTS, INC.D Control
WYLAND, JAMES, HOWARDIPROFESSIONAL PLANNING CONSULTANTS, INC.D Control
BREEN, PAUL, JOSEPHIPROFESSIONAL PLANNING CONSULTANTS, INC.C Control
BREEN, PAUL, JOSEPHIPROFESSIONAL PLANNING CONSULTANTS, INC.C Control
BREEN, PAUL, JOSEPHIPROFESSIONAL PLANNING CONSULTANTS, INC.C Control
BREEN, PAUL, JOSEPHIPROFESSIONAL PLANNING CONSULTANTS, INC.C Control

Registrations

Federal

IA
May 19, 2005 REGISTERED

Notice Filings (2)

FL OH

Address

5000 HORIZONS DR
COLUMBUS, OH 43220
USA
Phone: 614-267-2600