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| Keyboard |
| IPEX Inc
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|---|---|
| CRD # | 124337 |
| SEC # | 801-71851 |
| CIK # | |
| AUM | 2,654.1 M (2026-06-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McAdam LLC
✚
|
PA | 2,678.3 M |
|
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|
AR | 2,670.1 M |
|
Rock Harbor Partners LLC
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NY | 2,665.6 M |
|
Phillips and Company Advisors LLC
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OR | 2,665.0 M |
|
Titleist Asset Management LLC
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|
TX | 2,655.2 M |
|
CornerStone Investment Partners LLC
✚
|
GA | 2,654.4 M |
|
Foster Victor Wealth Advisors LLC
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|
SC | 2,644.7 M |
|
Sunbelt Securities Inc
✚
|
TX | 2,640.1 M |
|
The Patriot Financial Group Insurance Agency LLC
✚
|
MA | 2,639.5 M |
|
Quad Investment Management Corp
✚
|
2,623.8 M |