Investment adviser · CRD 120420

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Nov 8, 2017

Regulatory AUM
$2.05B
Form ADV · Item 5.F
Client accounts
1,120
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 8, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

5002 T-REX AVENUE, SUITE 225
BOCA RATON, FL, 33431, United States

CRD 120420

Filing source

Form ADV 1150526 · Nov 8, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.