|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| IP Financial Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 305772 |
| SEC # | 801-117481 |
| CIK # | |
| AUM | $456.1 M (2025-06-26) |
| Employees | 112 (100% Investors, 77% Brokers) |
| Phone | 980-326-3335 |
| Address | 5950 Fairview Road, Suite 140 Charlotte, NC 28210 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,041 | 456.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,887 | 456.1 |
| By Discretionary | ||
| Discretionary | 1,509 | 281.9 |
| Non-Discretionary | 1,378 | 174.2 |
| Total | 2,887 | 456.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 449.3 | |
| Total | 2,887 | 456.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Warren Street Wealth Advisors LLC
✚
|
CA | 0.5 |
|
Peirce Capital Management LLC
✚
|
TX | 0.5 |
|
Strongbox Wealth LLC
✚
|
MO | 0.5 |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 0.5 |
|
Dover Partners Inc
✚
|
OH | 0.5 |
|
Lifeguide Financial Advisors LLC
✚
|
PA | 0.5 |
|
Parkshore Wealth Management
✚
|
CA | 0.5 |
|
GW Sherwold Associates Inc
✚
|
CA | 0.5 |
|
Redstone Advisors Inc
✚
|
KS | 0.5 |
|
Partners Wealth Management LLC
✚
|
CA | 0.5 |