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Building 2INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Map pinBOCA RATON, FL
Phone561-912-1040
NotebookSEC #801-61381
Total AUM
$2B
Employees
15
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
8:30 TO 5:00
Monday - Friday
Phone
561-912-1040
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
1,120
Discretionary
$378.3M
Accounts
301
Non-Discretionary
$1.7B
Accounts
819

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACTFLGAIAILINKYLAMAMDMIMNMOMSNCNENHNJNYOHOKPASCSDTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

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