Investment adviser · CRD 284726

IPC PRIVATE WEALTH PARTNERS, LLC

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Nov 2, 2017

Regulatory AUM
$4.7M
Form ADV · Item 5.F
Client accounts
23
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
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 2, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

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

CRD 284726

Filing source

Form ADV 1149594 · Nov 2, 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.