Independent Portfolio Consultants Employee Directory

Financial ServicesUnited States11-50 Employees

Independent Portfolio Consultants
IPC 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. That’s 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.

Find Independent Portfolio Consultants employees' phone numbers or email addresses

Independent Portfolio Consultants Global Highlights

Location
Employees

North America
31

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  • United States Of America
    30
  • Canada
    1

Asia
4

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  • India
    2
  • Turkey
    1
  • Singapore
    1

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Italy
    1

Independent Portfolio Consultants's Leadership

  • Stylized image of a person
    A. B.
    Chairman/CEO
    Phone icon
  • Stylized image of a person
    M. F.
    Co Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. L.
    Portfolio Compliance And Fund Manager
    Phone icon
  • Stylized image of a person
    J. M.
    Manager
    Phone icon
  • Stylized image of a person
    K. H.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. C.
    Investment Analyst & Equity Trader
    Phone icon
  • Stylized image of a person
    G. H.
    Network Administrator
    Phone icon
  • Stylized image of a person
    A. B.
    Data Architect Healthcare Industry
    Phone icon

Contact profiles from Independent Portfolio Consultants

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Chairman/CEO
    Phone icon
    United StatesFlorida
    Aug 03, 2024
  • Stylized image of a person
    M. F.
    Co Chief Executive Officer
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    D. L.
    Portfolio Compliance And Fund Manager
    Phone icon
    United StatesMassachusetts
    Apr 24, 2025
  • Stylized image of a person
    J. M.
    Manager
    Phone icon
    CanadaBritish Columbia
    Jan 29, 2024
  • Stylized image of a person
    K. H.
    Portfolio Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. C.
    Investment Analyst & Equity Trader
    Phone icon
    United StatesConnecticut
    Oct 22, 2025
  • Stylized image of a person
    G. H.
    Network Administrator
    Phone icon
    United StatesFlorida
    Oct 21, 2025
  • Stylized image of a person
    A. B.
    Data Architect Healthcare Industry
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    G. H.
    System And Network Administrator
    Phone icon
    United StatesFlorida
    Aug 02, 2025
  • Stylized image of a person
    L. S.
    Institutional Administrator
    Phone icon
    United StatesFlorida
    Oct 18, 2024

Frequently Asked Questions

What is Independent Portfolio Consultants known for?

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Independent Portfolio Consultants operates in the Financial Services industry. The company's main headquarters is located in 5002 T-Rex Ave, Boca Raton, FL 33431, US; you can contact the main corporate office by phone at . Explore Independent Portfolio Consultants's company overview page for more information.

What is Independent Portfolio Consultants's most common email format?

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Independent Portfolio Consultants employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Portfolio Consultants email formats with LeadIQ.

How many employees does Independent Portfolio Consultants have currently?

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Independent Portfolio Consultants has approximately 14 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Independent Portfolio Consultants's key employees and leadership?

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As of December 2025, Independent Portfolio Consultants's key employees include:

  • Chairman/CEO: A. B.
  • Co Chief Executive Officer: M. F.
  • Portfolio Compliance And Fund Manager: D. L.
  • Manager: J. M.
  • Portfolio Manager: K. H.

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