Independent Portfolio Consultants Overview
- Type
-
Wealth Management Firm
- Year Founded
-
1989

- AUM
-
Independent Portfolio Consultants General Information
Description
Independent Portfolio Consultants (IPC) was a wealth management firm based in Boca Raton, Florida. It was established in 1989 and specialized in multi-strategy portfolio design & white-glove asset manager monitoring. Additionally, the firm provided access to world-class asset managers at the cost of a mutual fund. The management board was responsible for the administration of the firm.
Contact Information
Corporate Office
- 5002 T-Rex Avenue
- Boca Raton, FL 33431-4433
- United States
Independent Portfolio Consultants Commitment Analytics
Independent Portfolio Consultants FAQs
-
When was Independent Portfolio Consultants founded?
Independent Portfolio Consultants was founded in 1989.
-
Where is Independent Portfolio Consultants headquartered?
Independent Portfolio Consultants is headquartered in Boca Raton, FL.
-
How many Assets Under Management (AUM) does Independent Portfolio Consultants have?
Independent Portfolio Consultants has
in assets under management.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »