visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Independent Portfolio Consultants

    Get Full Access

    Description

    • Independent Portfolio ConsultantsIPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. Thats why when investment professionals identify clients who need managed account solutions, they come to us.We work directly with financial advisors who remain actively involved with their clients through each step of the managed account process. We believe that a team approach (financial advisor, IPC consultant, and independent money managers) offers the best platform for a complete client solution.
    • location

      Headquarters:5002 T Rex Avenue , Boca Raton, Florida, United States

      More
    • Independent Portfolio Consultants phone

      Phone Number:

    • Independent Portfolio Consultants website

      Website: https://www.ipcanswers.com

    • Independent Portfolio Consultants employees

      Employees:15

    • Independent Portfolio Consultants revenue

      Revenue:$1 - 10M

    • Independent Portfolio Consultants legal name

      Legal Name:Independent Portfolio Consultants

    • Independent Portfolio Consultants's Social Media

      Independent Portfolio Consultants linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

      Show More
    Person level website identification

    CEO for Independent Portfolio Consultants

    Alan Bush

    Chairman And Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    David Koburger

    Vice President Operations

    Jonathan Washam

    Managing Director And Director Of Information Systems

    David Lalima

    Portfolio Compliance And Fund Manager

    Frequently Asked Questions regarding Independent Portfolio Consultants

    • Where are Independent Portfolio Consultants's Headquarters?

      Independent Portfolio Consultants's Headquarters are in 5002 T Rex Avenue ,Boca Raton,Florida,United States

    • What is Independent Portfolio Consultants's official website?

      Independent Portfolio Consultants's official website is https://www.ipcanswers.com

    • What is Independent Portfolio Consultants's Revenue?

      Independent Portfolio Consultants's revenue is $1 - 10M

    • What is Independent Portfolio Consultants's NAICS code?

      Independent Portfolio Consultants's NAICS code is 523110

    • How many employees are working in Independent Portfolio Consultants

      Independent Portfolio Consultants has 15 employees

    • What is Independent Portfolio Consultants's Industry?

      Independent Portfolio Consultants is in the industry of Financial Services

    • Who is Independent Portfolio Consultants's CEO?

      Independent Portfolio Consultants's CEO is Alan Bush

    • Who is Independent Portfolio Consultants's Vice President Operations?

      Independent Portfolio Consultants's Vice President Operations is David Koburger

    Company Directory