# INDEPENDENT PORTFOLIO CONSULTANTS, INC.

INDEPENDENT PORTFOLIO CONSULTANTS, INC. of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 120420
- Type: SEC-registered investment adviser
- SEC file number: 801-61381
- Location: 5002 T-REX AVENUE, SUITE 225, BOCA RATON, FL, 33431
- Phone: 561-912-1040
- Latest filing: 2017-11-08
- Regulatory AUM: $2.0B
- Discretionary AUM: $378.3M
- Non-discretionary AUM: $1.7B
- Clients: 15
- Accounts: 1,120

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| KUCKRO LEE GERARD | DIRECTOR | — |
| MULLANE DANIEL JOSEPH | CHAIRMAN, DIRECTOR; CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| DIAMOND JASON HOWARD | DIRECTOR | — |
| BUSH ALAN DEAN | CHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR; CHIEF EXECUTIVE OFFICER, PRESIDENT & DIRECTOR; CO-CHIEF EXECUTIVE OFFICER, PRESIDENT & DIRECTOR (+2 more) | — |
| JOYCEJR FREDERICK SAMUEL | CHIEF COMPLIANCE OFFICER,TREASURER, SECRETARY & DIRECTOR; TREASURER/SECRETARY/DIRECTOR | — |
| KOBURGER DAVID ROBERT | VICE PRESIDENT; VICE PRESIDENT & DIRECTOR; VICE PRESIDENT/DIRECTOR | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| KAUL ARUN | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF OPERATING OFFICER & CHIEF INVESTMENT OFFICER | — |
| MOTHERWELL JOHN DAVID | NATIONAL SALES MANAGER | — |
| FINK ALLAN MARK | DIRECTOR | — |
| SAWAN DONNA LEE | DIRECTOR | — |
| JOYCE FREDERICK SAMUEL | CHIEF COMPLIANCE OFFICER,TREASURER, SECRETARY & EXECUTIVE VICE PRESIDENT; TREASURER/SECRETARY/DIRECTOR; TREASURER, SECRETARY & EXECUTIVE VICE PRESIDENT | — |
| SOMERS DAVID MICHAEL | ASSISTANT SECRETARY | — |
| FLEMING MICHAEL ANDREW | CHIEF EXECUTIVE OFFICER & DIRECTOR; CHIEF EXECUTIVE OFFICER, DIRECTOR & CCO; CO-CHIEF EXECUTIVE OFFICER (+1 more) | — |
| POTTS RONALD ALLAN | CHAIRMAN, BOARD OF DIRECTORS | — |
| Welch Jean Francois | BOARD MEMBER | — |
| Halliday Michael KC | BOARD MEMBER | — |
| CATHCART KATHERINE JEANETTE | DIRECTOR OF CONCIERGE SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120420/similar
- Related entities: https://search.stillhousedata.com/firm/120420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120420

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.