Independent Portfolio Consultants, Inc.

Independent Portfolio Consultants, Inc. (CRD# 120420) is a financial advisory firm headquartered in Boca Raton, FL. They manage $2,048,671,091 in 1,120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,049
    MILLION
  • Total Number of Accounts
    1,120
    ACCOUNTS
  • Average Account Value
    $1,829,171
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH

Financial Advisors at Independent Portfolio Consultants, Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Daniel B. Heeren
CRD#: 3155797
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

Daniel Heeren (CRD# 3155797) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry.

2
Peter R. McMullin
CRD#: 1319364
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

Peter McMullin (CRD# 1319364) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 30 years of experience in the finance industry.

3
Sean E. Morgan
CRD#: 4671968
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

Sean Morgan (CRD# 4671968) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 13 years of experience in the finance industry.

4
My V. Vo
CRD#: 6013539
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

My Vo (CRD# 6013539) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 6 years of experience in the finance industry.

5
Georgette L. Eckenwiler
CRD#: 719347
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Georgette Eckenwiler (CRD# 719347) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.

6
Michael A. Fleming
CRD#: 2151752
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Michael Fleming (CRD# 2151752) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 26 years of experience in the finance industry.

7
Karen S. Hoff
CRD#: 2535872
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Karen Hoff (CRD# 2535872) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 20 years of experience in the finance industry.

8
Frederick S. Joyce,jr.
CRD#: 1192356
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Frederick Joyce,jr. (CRD# 1192356) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.

9
Edward T. Kemm
CRD#: 2510325
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Edward Kemm (CRD# 2510325) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

10
David R. Koburger
CRD#: 870692
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

David Koburger (CRD# 870692) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 32 years of experience in the finance industry.

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