|
⚲
|
| Ipsen Advisor Group LLC
✚
| |
|---|---|
| CRD # | 318010 |
| SEC # | 801-123145 |
| CIK # | 0001964922 |
| AUM | $192.0 MM (2024-08-20) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 501-614-4700 |
| Address | 2228 Cottondale Lane Little Rock, AR 72202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 382 | 75.3 |
| (b) Individuals (high net worth individuals) | 68 | 112.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 981 | 192.0 |
| By Discretionary | ||
| Discretionary | 858 | 171.9 |
| Non-Discretionary | 123 | 20.1 |
| Total | 981 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.0 | |
| Total | 981 | 192.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964922] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conscious Wealth Investments LLC
✚
|
FL | 0.2 |
|
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
|
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
|
Westhampton Capital LLC
✚
|
NC | 0.2 |
|
Thoma Capital Management LLC
✚
|
MD | 0.2 |
|
Invicta Advisors LLC
✚
|
PA | 0.2 |
|
Gray William Loyd Jr
✚
|
TN | 0.2 |
|
Daniel Investment Associates LLC
✚
|
CA | 0.2 |
|
VCI Wealth Management LLC
✚
|
MO | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |