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Independent Portfolio Consultants, Inc.

Independent Portfolio Consultants, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
ProShares Short S&P500 $775,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $2.0B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $1.8M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    2

    name start date
    John David Motherwell
    April 2015
    David Aaron Stone
    December 2016

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Blue Shores Capital Management LLC IAR $25,509,567
      Ipc Private Wealth Partners, LLC IAR $4,700,000

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Alan Dean Bush Vice Chairman October, 2016 50% to 75%
        David Robert Koburger Vice President November, 2001 25% to 50%
        Joyce Jr. Frederick Samuel Treasurer, Secretary & Executive Vice President February, 2005 25% to 50%
        John David Motherwell National Sales Manager January, 2015 less than 5%
        Michael K.C. Halliday Board Member August, 2016 less than 5%
        Arun Kaul President & Chief Operating Officer & Chief Investment Officer October, 2016 less than 5%
        Michael Andrew Fleming Chief Executive Officer, Director & Cco August, 2017 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets