Lipe & Dalton Investment Counsel

Lipe & Dalton Investment Counsel (CRD# 132737) is a financial advisory firm headquartered in Syracuse, NY. They manage $311,573,535 in 681 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $457,524
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CT, FL, MA, NC, NJ, NV, NY

Financial Advisors at Lipe & Dalton Investment Counsel
No Advisor Found.
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