Ipc Private Wealth Partners, LLC (Boca Raton)

Name: Ipc Private Wealth Partners, LLC
Address: 5002 T Rex Avenue,, Boca Raton, FL, 33431
Telephone: 561-912-1066

Ipc Private Wealth Partners, LLC is a related adviser based in Boca Raton. It manages $4.7 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida and Minnesota.

Ipc Private Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting 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.

Ipc Private Wealth Partners: assets under management

The assets under management (AUM) of Ipc Private Wealth Partners, LLC is $4.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ipc Private Wealth Partners, LLC 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 Ipc Private Wealth Partners, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Matthew Ashley Swendiman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Independent Portfolio Consultants	Managing director	1 Nov 2001	75% - 100%	120420
Bradley Richard Stark	Chief compliance officer	1 Jul 2016	Other	4094102
Michael Andrew Fleming	Chief executive officer	1 Jul 2016	Other	2151752
Jack Donald Mounts	Head of national sales	1 Jul 2016	Other	1176144
Karla Mae Ransdell	Chief operating officer	1 Jul 2016	Other	2434376
Marc Jonathan Margolies	Director of business development	1 Jul 2016	Other	1615079
Matthew Ashley Swendiman	Chief compliance officer	1 Nov 2016	Other	2849367
Michael Andrew Fleming	Managing member, chief executive officer, chairman of the board & cco	1 Aug 2017	Other	2151752

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Robert Koburger	Vice president & director	1 Nov 2001	25% - 50%	870692
Alan Dean Bush	Chief executive officer, president & director	1 Feb 2005	50% - 75%	36885
Jr. Frederick Samuel Joyce	Chief compliance officer,treasurer, secretary & director	1 Feb 2005	25% - 50%	1192356

Based in Boca Raton

The principal office where Ipc Private Wealth Partners, LLC performs its advisory services is located at 5002 T Rex Avenue,, Boca Raton, FL 33431, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-912-1066. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at ipcwealthpartners.com/.