IPC PRIVATE WEALTH PARTNERS, LLC
CRD #284726 SEC #801-108178 BOCA RATON, FL 561-912-1066
SEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
Employees
6
Clients
0
Accounts
23
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 3, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLEMING, MICHAEL, ANDREW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD & CCO | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD & CCO | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD & CCO | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD | NA | Control |
| FLEMING, MICHAEL, ANDREW | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD & CCO | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MARGOLIES, MARC, JONATHAN | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | HEAD OF NATIONAL SALES | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER, PRESIDENT | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER, PRESIDENT | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| MOUNTS, JACK, DONALD | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | CHIEF OPERATING OFFICER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| RANSDELL, KARLA, MAE | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | DE | MANAGING DIRECTOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| BUSH, ALAN, DEAN | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | D | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| JOYCE,JR., FREDERICK, SAMUEL | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
| KOBURGER, DAVID, ROBERT | I | INDEPENDENT PORTFOLIO CONSULTANTS, INC | C | Control |
Registrations
Federal
IA
Aug 3, 2017 REGISTERED
Notice Filings (2)
FL MN
Address
5002 T-REX AVENUE,SUITE 225
BOCA RATON, FL 33431
United States
Phone: 561-912-1066