Lipe & Dalton Investment Counsel

Lipe & Dalton Investment Counsel (CRD# 132737) is a financial advisory firm headquartered in Syracuse, NY. They manage $653,951,923 in 357 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
103 E. Water Street, Suite 305, Syracuse, NY 13202
http://www.lipeanddalton.com
By the Numbers
  • Total Assets Under Management
    654
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $1,831,798
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, DE, FL, GA, IN, MA, NC, NH, NJ, NM, NV, NY, OH, PA, TN, TX, VT, WA

Financial Advisors at Lipe & Dalton Investment Counsel
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Dalton, financial advisor Syracuse NY
Patrick Dalton
CRD#: 2649397
103 E. Water Street, Suite 305, Syracuse, NY 13202

Patrick Dalton (CRD# 2649397) is an Investment Advisor Representative working at Lipe & Dalton Investment Counsel in Syracuse, NY and has 1 year of experience in the finance industry.

2
Willard Lipe, financial advisor Syracuse NY
Willard C. Lipe
CRD#: 2997351
103 E. Water Street, Suite 305, Syracuse, NY 13202

Willard Lipe (CRD# 2997351) is an Investment Advisor Representative working at Lipe & Dalton Investment Counsel in Syracuse, NY and has over 26 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals