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INDEPENDENT PORTFOLIO CONSULTANTS, INC.
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
BOCA RATON, Florida
·
8 registered advisors
·
CRD# 120420
SEC# 801-61381
1
561-912-1040
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at INDEPENDENT PORTFOLIO CONSULTANTS, INC.
8 registered advisors
Alan Dean Bush
BOCA RATON, Florida
CRD# 36885
David Robert Koburger
BOCA RATON, Florida
CRD# 870692
Jean Francois Welch
BOCA RATON, Florida
CRD# 6707909
John David Motherwell
BOCA RATON, Florida
CRD# 6461968
Katherine Jeanette Cathcart
BOCA RATON, Florida
CRD# 2343349
Michael Andrew Fleming
BOCA RATON, Florida
CRD# 2151752
Michael K.c. Halliday
BOCA RATON, Florida
CRD# 6707912
Ronald Allan Potts
BOCA RATON, Florida
CRD# 1090203
05
Office Locations
BOCA RATON, Florida
8 advisors
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Data sourced from SEC Form ADV filings. INDEPENDENT PORTFOLIO CONSULTANTS, INC. (CRD# 120420) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.