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 1 states (or territories).
Total Assets Under Management2,049MILLION
Total Number of Accounts1,120ACCOUNTS
Average Account Value$1,829,171
- A percentage of assets under your management
- 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)
David Stone (CRD# 5349154) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 12 years of experience in the finance industry.