INDEPENDENT PORTFOLIO CONSULTANTS, INC.

INDEPENDENT PORTFOLIO CONSULTANTS, INC. of BOCA RATON, FL is an SEC-registered investment adviser (CRD 120420). Regulatory assets under management: $2.0B.

Registration

Officers, owners & control persons (18)

NameRoleLocation
KUCKRO LEE GERARDDIRECTOR
MULLANE DANIEL JOSEPHCHAIRMAN, DIRECTOR; CHIEF EXECUTIVE OFFICER/DIRECTOR
DIAMOND JASON HOWARDDIRECTOR
BUSH ALAN DEANCHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR; CHIEF EXECUTIVE OFFICER, PRESIDENT & DIRECTOR; CO-CHIEF EXECUTIVE OFFICER, PRESIDENT & DIRECTOR (+2 more)
JOYCEJR FREDERICK SAMUELCHIEF COMPLIANCE OFFICER,TREASURER, SECRETARY & DIRECTOR; TREASURER/SECRETARY/DIRECTOR
KOBURGER DAVID ROBERTVICE PRESIDENT; VICE PRESIDENT & DIRECTOR; VICE PRESIDENT/DIRECTOR
SWENDIMAN MATTHEW ASHLEYCHIEF COMPLIANCE OFFICER
KAUL ARUNEXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF OPERATING OFFICER & CHIEF INVESTMENT OFFICER
MOTHERWELL JOHN DAVIDNATIONAL SALES MANAGER
FINK ALLAN MARKDIRECTOR
SAWAN DONNA LEEDIRECTOR
JOYCE FREDERICK SAMUELCHIEF COMPLIANCE OFFICER,TREASURER, SECRETARY & EXECUTIVE VICE PRESIDENT; TREASURER/SECRETARY/DIRECTOR; TREASURER, SECRETARY & EXECUTIVE VICE PRESIDENT
SOMERS DAVID MICHAELASSISTANT SECRETARY
FLEMING MICHAEL ANDREWCHIEF EXECUTIVE OFFICER & DIRECTOR; CHIEF EXECUTIVE OFFICER, DIRECTOR & CCO; CO-CHIEF EXECUTIVE OFFICER (+1 more)
POTTS RONALD ALLANCHAIRMAN, BOARD OF DIRECTORS
Welch Jean FrancoisBOARD MEMBER
Halliday Michael KCBOARD MEMBER
CATHCART KATHERINE JEANETTEDIRECTOR OF CONCIERGE SERVICES

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