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).

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

Financial Advisors at Independent Portfolio Consultants, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David A. Stone
CRD#: 5349154
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431

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.

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