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Investment Advisory Professionals

Investment Advisory Professionals

Investment Management, 400 S Dixie Hwy Ste 322, Boca Raton, Florida, 33432, United States, 1-10 Employees

iapllc.com

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Who is INVESTMENT ADVISORY PROFESSIONALS

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 ma...

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  • 400 S Dixie Hwy Ste 322, Boca Raton, Florida, 33432, United States Headquarters: 400 S Dixie Hwy Ste 322, Boca Raton, Florida, 33432, United States
  • 1998 Date Founded: 1998
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 541219 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from INVESTMENT ADVISORY PROFESSIONALS

Investment Advisory Professionals Org Chart and Mapping

Employees
Alexandra Demosthenes

Alexandra Demosthenes

Director of Financial Planning / Sr. Wealth Advisor

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Frequently Asked Questions Regarding Investment Advisory Professionals

Answer: Investment Advisory Professionals's headquarters are located at 400 S Dixie Hwy Ste 322, Boca Raton, Florida, 33432, United States

Answer: Investment Advisory Professionals's official website is https://iapllc.com

Answer: Investment Advisory Professionals's revenue is $1 Million to $5 Million

Answer: Investment Advisory Professionals's SIC: 6282

Answer: Investment Advisory Professionals's NAICS: 541219

Answer: Investment Advisory Professionals has 1-10 employees

Answer: Investment Advisory Professionals is in Investment Management

Answer: Investment Advisory Professionals contact info: Phone number: Website: https://iapllc.com

Answer: 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

Answer:

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