Investment Advisory Professionals LLC

Investment Advisory Professionals LLC (CRD# 108038) is a financial advisory firm headquartered in Boca Raton, FL. They manage $182,000,000 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $1,582,609
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Investment Advisory Professionals LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alexandra B. Demosthenes
CRD#: 5984852
400 S Dixie Hwy, Suite 322, Boca Raton, FL 33432
93
Wealthminder
score

Alexandra Demosthenes (CRD# 5984852) is an Investment Advisor Representative working at Investment Advisory Professionals LLC in Boca Raton, FL and has over 5 years of experience in the finance industry. Alexandra Demosthenes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark D. Miclean
CRD#: 4554351
221 Southern Blvd #4, West Palm Beach, FL 33405
93
Wealthminder
score

Mark Miclean (CRD# 4554351) is an Investment Advisor Representative working at Investment Advisory Professionals LLC in West Palm Beach, FL and has over 17 years of experience in the finance industry.

3
Arthur Canter
CRD#: 2584153
400 S Dixie Hwy, Suite 322, Boca Raton, FL 33432
90
Wealthminder
score

Arthur Canter (CRD# 2584153) is an Investment Advisor Representative working at Investment Advisory Professionals LLC in Boca Raton, FL and has 1 year of experience in the finance industry. Arthur Canter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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