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David Robert Koburger

INDEPENDENT PORTFOLIO CONSULTANTS, INC.·BOCA RATON, Florida
Series 12Series 27Series 24Series 4Series 41Series 7Series 65Series 63SIE
Unclaimed Profile
5002 T-REX AVENUE, BOCA RATON, FL 33431CRD# 870692Firm CRD# 120420
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About

David Robert Koburger is a registered financial advisor based in BOCA RATON, Florida, affiliated with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at INDEPENDENT PORTFOLIO CONSULTANTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 870692
Firm CRD# 120420
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Robert Koburger offer?
David Robert Koburger specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.
What are David Robert Koburger's credentials?
David Robert Koburger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Koburger located?
David Robert Koburger is based in BOCA RATON, Florida, working with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does David Robert Koburger charge for services?
David Robert Koburger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENT PORTFOLIO CONSULTANTS, INC.?
INDEPENDENT PORTFOLIO CONSULTANTS, INC. has approximately 15 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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Research
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