Ipex, Inc.

Ipex, Inc. (CRD# 124337) is a financial advisory firm headquartered in Plymouth, MI. They manage $2,025,333,472 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
156 West Liberty Street, Plymouth, MI 48170
http://www.ipexusa.com
By the Numbers
  • Total Assets Under Management
    2,025
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $40,506,669
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, NY

Financial Advisors at Ipex, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steven Cupchak, financial advisor Plymouth MI
Steven J. Cupchak
CRD#: 2215891
156 West Liberty Street, Plymouth, MI 48170

Steven Cupchak (CRD# 2215891) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 26 years of experience in the finance industry.

2
Shale Lapping, financial advisor Plymouth MI
Shale P. Lapping
CRD#: 1956060
156 West Liberty Street, Plymouth, MI 48170

Shale Lapping (CRD# 1956060) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 34 years of experience in the finance industry.

3
Neha Patel, financial advisor Plymouth MI
Neha K. Patel
CRD#: 5347914
156 West Liberty Street, Plymouth, MI 48170

Neha Patel (CRD# 5347914) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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