Home
›
Firms
›
IPC PRIVATE WEALTH PARTNERS, LLC
IPC PRIVATE WEALTH PARTNERS, LLC
BOCA RATON, Florida
·
3 registered advisors
·
CRD# 284726
SEC# 801-108178
1
561-912-1066
01
Firm Overview
AUM
$5M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at IPC PRIVATE WEALTH PARTNERS, LLC
3 registered advisors
Jack Donald Mounts
BOCA RATON, Florida
CRD# 1176144
Karla Mae Ransdell
BOCA RATON, Florida
CRD# 2434376
Marc Jonathan Margolies
BOCA RATON, Florida
CRD# 1615079
05
Office Locations
BOCA RATON, Florida
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. IPC PRIVATE WEALTH PARTNERS, LLC (CRD# 284726) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.