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| Keyboard |
| Ipsen Advisor Group LLC
✚
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|
|---|---|
| CRD # | 318010 |
| SEC # | 801-123145 |
| CIK # | 0001964922 |
| AUM | 236.1 M (2026-03-16) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 501-614-4700 |
| Address | 1701 Centerview Drive Little Rock, AR 72211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Flowers Foods Inc | 3.6 | ||
| Apple Inc | 2.5 | ||
| iShares Comex Gold Trust | 2.3 | ||
| Wal Mart Stores Inc | 2.2 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 100.5 |
| (b) Individuals (high net worth individuals) | 47 | 126.1 |
| (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 | 4.6 |
| (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 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,003 | 236.1 |
| By Discretionary | ||
| Discretionary | 910 | 222.5 |
| Non-Discretionary | 93 | 13.6 |
| Total | 1,003 | 236.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.1 | |
| Total | 1,003 | 236.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964922] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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