|
⚲
|
| IPEX Inc
✚
|
|
|---|---|
| CRD # | 124337 |
| SEC # | 801-71851 |
| CIK # | |
| AUM | $2.7 B (2026-06-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 734-451-0777 |
| Address | 156 West Liberty Street Plymouth, MI 48170-1315 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 22 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 54 | 2.7 |
| By Discretionary | ||
| Discretionary | 36 | 1.6 |
| Non-Discretionary | 18 | 1.1 |
| Total | 54 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 54 | 2.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McAdam LLC
✚
|
PA | 2.7 |
|
36 North Capital Management LLC
✚
|
AR | 2.7 |
|
Rock Harbor Partners LLC
✚
|
NY | 2.7 |
|
Phillips and Company Advisors LLC
✚
|
OR | 2.7 |
|
Titleist Asset Management LLC
✚
|
TX | 2.7 |
|
CornerStone Investment Partners LLC
✚
|
GA | 2.7 |
|
Foster Victor Wealth Advisors LLC
✚
|
SC | 2.6 |
|
Sunbelt Securities Inc
✚
|
TX | 2.6 |
|
The Patriot Financial Group Insurance Agency LLC
✚
|
MA | 2.6 |
|
Quad Investment Management Corp
✚
|
2.6 |