Ipro One Management, Inc. is an adviser based in Fort Myers. It manages $12 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado and Florida.
Ipro One Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ipro One Management, Inc. is $12 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ipro One Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Anthony Allen Wood has been acting as President since 1 Sep 2007. Paul Michael West joined the executive team most recently as the Coo/Cfo.
The principal office where Ipro One Management, Inc. performs its advisory services is located at 8010 Summerlin Lakes Drive, Fort Myers, FL 33907, which is also the mailing address of the firm. An additional office of the firm is in Highlands Ranch, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-602-5575. The normal business hours are by appointment on Other.