INDEPENDENT PORTFOLIO CONSULTANTS, INC.
CRD #120420 SEC #801-61381 BOCA RATON, FL 561-912-1040
SEC Registered
Total AUM
$2B
Discretionary
$378.3M
Employees
38
Clients
0
Accounts
1,120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2017 | $2B | $378.3M | $1.7B | 15 | 300 |
| Aug 2017 | $2B | $378.3M | $1.7B | 38 | 500 |
| Aug 2017 | $2B | $378.3M | $1.7B | 38 | 500 |
| Mar 2017 | $2B | $378.3M | $1.7B | 38 | 500 |
| Mar 2017 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Jan 2017 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Oct 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Oct 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Sep 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Sep 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Sep 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Jul 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Jun 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Mar 2016 | $2.1B | $392.9M | $1.7B | 41 | 800 |
| Oct 2015 | $2.4B | $573.6M | $1.8B | 41 | 800 |
| Mar 2015 | $2.4B | $573.6M | $1.8B | 41 | 800 |
| Feb 2015 | $2.1B | $384.2M | $1.7B | 41 | 800 |
| Jan 2015 | $2.1B | $384.2M | $1.7B | 41 | 800 |
| Nov 2014 | $2.1B | $384.2M | $1.7B | 37 | 800 |
| Sep 2014 | $2.1B | $384.2M | $1.7B | 37 | 800 |
| Mar 2014 | $2.1B | $384.2M | $1.7B | 37 | 800 |
| Feb 2014 | $2.1B | $384.2M | $1.7B | 37 | 800 |
| Jun 2013 | $2B | $285.7M | $1.7B | 36 | 800 |
| Mar 2013 | $2B | $285.7M | $1.7B | 36 | 800 |
| Jan 2013 | $1.8B | $224.6M | $1.6B | 37 | 800 |
| Dec 2012 | $1.8B | $224.6M | $1.6B | 37 | 800 |
| Oct 2012 | $1.8B | $224.6M | $1.6B | 11 | 800 |
| Aug 2012 | $1.8B | $224.6M | $1.6B | 11 | 800 |
| Jun 2012 | $1.8B | $224.6M | $1.6B | 11 | 800 |
| Mar 2012 | $1.8B | $224.6M | $1.6B | 11 | 800 |
| Dec 2011 | $1.7B | $197.6M | $1.5B | 11 | 1,000 |
| Jun 2011 | $1.7B | $197.6M | $1.5B | -- | -- |
| Apr 2011 | $1.7B | $197.6M | $1.5B | -- | -- |
| Apr 2011 | $1.7B | $197.6M | $1.5B | -- | -- |
| Mar 2010 | $1.7B | $160.3M | $1.5B | -- | -- |
| Mar 2010 | $1.5B | $117.4M | $1.4B | -- | -- |
| Feb 2008 | $1.8B | $50.4M | $1.8B | -- | -- |
| Nov 2007 | $1.8B | $50.4M | $1.8B | -- | -- |
| Mar 2007 | $1.8B | $50.4M | $1.8B | -- | -- |
| Mar 2007 | $1.8B | $50.4M | $1.8B | -- | -- |
| Jan 2007 | $1.9B | $7.4M | $1.8B | -- | -- |
| Mar 2006 | $1.9B | $7.4M | $1.8B | -- | -- |
| Jan 2006 | $1.9B | $7.4M | $1.8B | -- | -- |
| Jan 2006 | $1.9B | $7.4M | $1.8B | -- | -- |
| Jan 2006 | $1.8B | $5.8M | $1.8B | -- | -- |
| Nov 2005 | $1.8B | $502.6K | $1.8B | -- | -- |
| Sep 2004 | $1.7B | $0 | $1.7B | -- | -- |
| Aug 2004 | $1.7B | $0 | $1.7B | -- | -- |
| Aug 2004 | $1.7B | $0 | $1.7B | -- | -- |
| Jul 2004 | $1.7B | $0 | $1.7B | -- | -- |
| Jun 2004 | $1.7B | $0 | $1.7B | -- | -- |
| Jan 2004 | $1.7B | $0 | $1.7B | -- | -- |
DateNov 2017
Total AUM$2B
Discretionary$378.3M
Non-Disc.$1.7B
Employees15
Clients300
DateAug 2017
Total AUM$2B
Discretionary$378.3M
Non-Disc.$1.7B
Employees38
Clients500
DateAug 2017
Total AUM$2B
Discretionary$378.3M
Non-Disc.$1.7B
Employees38
Clients500
DateMar 2017
Total AUM$2B
Discretionary$378.3M
Non-Disc.$1.7B
Employees38
Clients500
DateMar 2017
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateJan 2017
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateOct 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateOct 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateSep 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateSep 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateSep 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateJul 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateJun 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateMar 2016
Total AUM$2.1B
Discretionary$392.9M
Non-Disc.$1.7B
Employees41
Clients800
DateOct 2015
Total AUM$2.4B
Discretionary$573.6M
Non-Disc.$1.8B
Employees41
Clients800
DateMar 2015
Total AUM$2.4B
Discretionary$573.6M
Non-Disc.$1.8B
Employees41
Clients800
DateFeb 2015
Total AUM$2.1B
Discretionary$384.2M
Non-Disc.$1.7B
Employees41
Clients800
DateJan 2015
Total AUM$2.1B
Discretionary$384.2M
Non-Disc.$1.7B
Employees41
Clients800
DateNov 2014
Total AUM$2.1B
Discretionary$384.2M
Non-Disc.$1.7B
Employees37
Clients800
DateSep 2014
Total AUM$2.1B
Discretionary$384.2M
Non-Disc.$1.7B
Employees37
Clients800
DateMar 2014
Total AUM$2.1B
Discretionary$384.2M
Non-Disc.$1.7B
Employees37
Clients800
DateFeb 2014
Total AUM$2.1B
Discretionary$384.2M
Non-Disc.$1.7B
Employees37
Clients800
DateJun 2013
Total AUM$2B
Discretionary$285.7M
Non-Disc.$1.7B
Employees36
Clients800
DateMar 2013
Total AUM$2B
Discretionary$285.7M
Non-Disc.$1.7B
Employees36
Clients800
DateJan 2013
Total AUM$1.8B
Discretionary$224.6M
Non-Disc.$1.6B
Employees37
Clients800
DateDec 2012
Total AUM$1.8B
Discretionary$224.6M
Non-Disc.$1.6B
Employees37
Clients800
DateOct 2012
Total AUM$1.8B
Discretionary$224.6M
Non-Disc.$1.6B
Employees11
Clients800
DateAug 2012
Total AUM$1.8B
Discretionary$224.6M
Non-Disc.$1.6B
Employees11
Clients800
DateJun 2012
Total AUM$1.8B
Discretionary$224.6M
Non-Disc.$1.6B
Employees11
Clients800
DateMar 2012
Total AUM$1.8B
Discretionary$224.6M
Non-Disc.$1.6B
Employees11
Clients800
DateDec 2011
Total AUM$1.7B
Discretionary$197.6M
Non-Disc.$1.5B
Employees11
Clients1,000
DateJun 2011
Total AUM$1.7B
Discretionary$197.6M
Non-Disc.$1.5B
Employees--
Clients--
DateApr 2011
Total AUM$1.7B
Discretionary$197.6M
Non-Disc.$1.5B
Employees--
Clients--
DateApr 2011
Total AUM$1.7B
Discretionary$197.6M
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2010
Total AUM$1.7B
Discretionary$160.3M
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2010
Total AUM$1.5B
Discretionary$117.4M
Non-Disc.$1.4B
Employees--
Clients--
DateFeb 2008
Total AUM$1.8B
Discretionary$50.4M
Non-Disc.$1.8B
Employees--
Clients--
DateNov 2007
Total AUM$1.8B
Discretionary$50.4M
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2007
Total AUM$1.8B
Discretionary$50.4M
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2007
Total AUM$1.8B
Discretionary$50.4M
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2007
Total AUM$1.9B
Discretionary$7.4M
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2006
Total AUM$1.9B
Discretionary$7.4M
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2006
Total AUM$1.9B
Discretionary$7.4M
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2006
Total AUM$1.9B
Discretionary$7.4M
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2006
Total AUM$1.8B
Discretionary$5.8M
Non-Disc.$1.8B
Employees--
Clients--
DateNov 2005
Total AUM$1.8B
Discretionary$502.6K
Non-Disc.$1.8B
Employees--
Clients--
DateSep 2004
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateAug 2004
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateAug 2004
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateJul 2004
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateJun 2004
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateJan 2004
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--