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| Keyboard |
| IP Financial Advisory Services LLC
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|---|---|
| CRD # | 305772 |
| SEC # | 801-117481 |
| CIK # | |
| AUM | 481.4 M (2026-06-30) |
| Employees | 112 (100% Investors, 77% Brokers) |
| Phone | 980-326-3335 |
| Address | 5950 Fairview Road, Suite 140 Charlotte, NC 28210 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,001 | 481.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,686 | 481.4 |
| By Discretionary | ||
| Discretionary | 1,226 | 258.5 |
| Non-Discretionary | 1,460 | 222.9 |
| Total | 2,686 | 481.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 481.4 | |
| Total | 2,686 | 481.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Astoria Strategic Wealth Inc
✚
|
482.5 M | |
|
Monte Financial Group LLC
✚
|
CT | 482.4 M |
|
Genesis Private Wealth LLC
✚
|
VA | 482.4 M |
|
Physicians Financial Services Inc
✚
|
NC | 482.3 M |
|
SS&H Financial Advisors Inc
✚
|
MI | 482.2 M |
|
Oakstreet Wealth Management Inc
✚
|
TX | 482.0 M |
|
Tigeroak Management LLC
✚
|
TN | 481.2 M |
|
Pinnacle Peak Private Client Group LLC
✚
|
AZ | 481.1 M |
|
Courage Miller Partners LLC
✚
|
VA | 480.7 M |
|
10th Mountain LLC
✚
|
480.3 M |