IPO BOUTIQUE LLC
TAMPA, FLORIDA



IPO Boutique LLC is a financial advisory powerhouse founded in 2006 by Scott and Walter Horn, offering specialized investment research for IPOs and secondary offerings. Located in Tampa, Florida, this dynamic company has built a reputation for providing insightful market analysis under the leadership of its two adept co-founders. Scott Horn brings over three decades of financial industry experience to the table, having juggled roles from trading at 15 years old to a corporate controller and vice president at a hedge fund. His academic credentials include degrees in Accounting and Small Business as well as advanced business certifications. His partner, Walter 'Walt' Sweet, boasts a formidable background in engineering, AI, and Operations Research. An alumnus of Carnegie Mellon University and Point Park University, Walt's experience includes significant involvement in mergers and acquisitions at a Fortune 200 company. The advisory firm is also strengthened by Jeffrey D Zell, the President whose previous career as a sports anchor complements his profound grasp on trading practices and market nuances. Daniel R Zell, serving as Vice President, contributes over ten years of stock market experience with an extensive portfolio of IPO knowledge. In addition to top leadership, IPO Boutique LLC features a diverse advisory team including Kristi and Sue, who bring expertise from sectors like healthcare, science, and IT management. Dave's role capitalizes on his Microsoft accreditation and previous high-level database work, enhancing the firm’s technical prowess. Known for meticulously analyzing over 10,000 public offerings, IPO Boutique LLC empowers investors with informed decisions through comprehensive market insights that span North America to global levels. They continue building strong relationships with leading underwriters, ensuring clients receive top-tier advisory services. For those seeking more information or looking to engage with the company’s expertise, reaching out via their website at ipoboutique.com or calling (704) 665-7558 is highly encouraged.

KEY FACTS ABOUT IPO BOUTIQUE LLC

Company name
IPO BOUTIQUE LLC
Status
Active
Filed Number
L10000023636
FEI Number
272035350
Date of Incorporation
March 2, 2010
Age - 17 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
https://ipoboutique.com
Phones
(704) 665-7558

IPO BOUTIQUE LLC NEAR ME

Principal Address
3502 W San Jose St,
TAMPA,
FL,
33629,
US
Mailing Address
3502 W. San Jose Street,
TAMPA,
FL,
33629,
US

See Also

Officers and Directors

The IPO BOUTIQUE LLC managed by the two persons from Montgomery, TAMPA on following positions: President, Vice President

Jeffrey D Zell

Position
President Active
From
Montgomery, TX, TX

Daniel R Zell

Position
Vice President Active
From
TAMPA, FL





Registered Agent is Zell R Daniel

From
TAMPA, 33629

Annual Reports

2025
January 7, 2025
2024
February 2, 2024