Lipper Advisory Services Inc.

Lipper Advisory Services Inc. (CRD# 107283) is a financial advisory firm headquartered in , . They manage $207,323,946 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $18,847,631
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, NJ, NY

Financial Advisors at Lipper Advisory Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
A M. Lipper
CRD#: 310482
85 Hobart Avenue, Summit, NJ 07901
96
Wealthminder
score

A Lipper (CRD# 310482) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 20 years of experience in the finance industry.

2
Hylton H. Phillips-Page
CRD#: 1247830
Summit, NJ
96
Wealthminder
score

Hylton Phillips-Page (CRD# 1247830) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 32 years of experience in the finance industry.

3
Daniel P. Church
CRD#: 5649239
8751 W. Broward Boulevard, Suite 207, Plantation, FL 33324
93
Wealthminder
score

Daniel Church (CRD# 5649239) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Plantation, FL and has over 6 years of experience in the finance industry.

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