Independent Portfolio Consultants Inc
Legal Name: INDEPENDENT PORTFOLIO CONSULTANTS, INC.
Full Contact Details
Independent Portfolio Consultants Inc
5002 T-REX AVENUE, SUITE 225, BOCA RATON, FL
561-912-1040
561-912-1090
Other Info
Independent Portfolio Consultants, legally known as Independent Portfolio Consultants, Inc., is registered as a DE Corporation and has been approved by the U.S. Securities and Exchange Commission since August 9, 2002. With a team of 15, including six employees in advisory roles, the firm serves a diverse group of 300 clients.
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Direct Owners
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ALAN DEAN BUSH
VICE CHAIRMAN owns more than 50% but less than 75%
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ARUN KAUL
PRESIDENT & CHIEF OPERATING OFFICER & CHIEF INVESTMENT OFFICER owns less than 5%
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DAVID ROBERT KOBURGER
VICE PRESIDENT owns more than 25% but less than 50%
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JOHN DAVID MOTHERWELL
NATIONAL SALES MANAGER owns less than 5%
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JOYCE, JR., FREDERICK, SAMUEL
TREASURER, SECRETARY & EXECUTIVE VICE PRESIDENT owns more than 25% but less than 50%
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MICHAEL ANDREW FLEMING
CHIEF EXECUTIVE OFFICER, DIRECTOR & CCO owns less than 5%
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MICHAEL K.C. HALLIDAY
BOARD MEMBER owns less than 5%