Be advised. This firm is no longer registered.

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).

Current Firm Details
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
http://www.ipcwealthadvisors.com
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Independent Portfolio Consultants, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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