Ipex, Inc.

Ipex, Inc. (CRD# 124337) is a financial advisory firm headquartered in Plymouth, MI. They manage $1,270,334,375 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,270
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $28,229,653
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Ipex, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven J. Cupchak
CRD#: 2215891
156 West Liberty Street, Plymouth, MI 48170
96
Wealthminder
score

Steven Cupchak (CRD# 2215891) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 19 years of experience in the finance industry.

2
Shale P. Lapping
CRD#: 1956060
156 West Liberty Street, Plymouth, MI 48170
96
Wealthminder
score

Shale Lapping (CRD# 1956060) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 27 years of experience in the finance industry.

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