Investment Advisory Pros

Investment Bank/Securities Brokerage - Boca Raton, FL, US

Investment Advisory Pros Employees
Alexandra Demosthenes

Director of Financial Planning / Sr. Wealth Advisor

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President

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Arthur Canter

President

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Investment Advisory Pros Details

We are an independent fee-only SEC registered investment advisory firm owned and operated by CPAs.We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning.Our financial advisors have been helping wealthy families deal with the complexity of their finances for over 25 years. All of our advisors have earned the CPA/PFS designation.We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients

Investment Advisory Pros logo, Investment Advisory Pros contact details
Website: iapllc.com
Employees: 5 - 9
HQ: 561-391-4477
Location: Boca Raton, FL, US
Revenue: 2.5 - 5 Million
Financial Planning Wealth management Investment management Tax planning Estate planning Retirement planning Financial advisors Fee-only financial advice Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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