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Building 2IPC PRIVATE WEALTH PARTNERS, LLC

Map pinBOCA RATON, FL
Phone561-912-1066
NotebookSEC #801-108178
Total AUM
$4.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5002 T-REX AVENUE,
SUITE 225
BOCA RATON
FL 33431
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
561-912-1066
Other Offices
1

ReceiptFinancials

Total AUM
$4.7M
Accounts
23
Discretionary
$4.7M
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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