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
Independent Portfolio Consultants, Inc.
By the Numbers
-
Total Assets Under Management2,049MILLION
-
Total Number of Accounts1,120ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Independent Portfolio Consultants, Inc.
No Advisor Found.
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