Ipro One Management, Inc. (Fort Myers)

Ipro One Management, Inc. is an adviser based in Fort Myers. It manages $12 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado and Florida.

Ipro One Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ipro One Management: assets under management

The assets under management (AUM) of Ipro One Management, Inc. is $12 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ipro One Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ipro One Management, Inc.

Anthony Allen Wood has been acting as President since 1 Sep 2007. Paul Michael West joined the executive team most recently as the Coo/Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Ipro One	Owner	1 Sep 2007	75% - 100%	20-2624486
Anthony Allen Wood	Director	1 Sep 2007	Other	1515126
William Justus Brock	President/ceo	1 Sep 2007	Other	1027573
Gary G Noll	Vice president/chief compliance officer	1 Sep 2007	Other	5428301
Paul Michael West	Coo/cfo	1 Oct 2007	Other	3146739

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Sanders Morris Harris Group Inc.	Shareholder	1 Sep 2007	25% - 50%	76-0583569

Based in Fort Myers

The principal office where Ipro One Management, Inc. performs its advisory services is located at 8010 Summerlin Lakes Drive, Fort Myers, FL 33907, which is also the mailing address of the firm. An additional office of the firm is in Highlands Ranch, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-602-5575. The normal business hours are by appointment on Other.