Lipper Advisory Services Inc.

Lipper Advisory Services Inc. (CRD# 107283) is a financial advisory firm headquartered in , . They manage $129,185,039 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://mikelipper.blogspot.com/
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $5,167,402
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
The map below shows states where this firm has explicit registration only.

DE, FL, NJ

Financial Advisors at Lipper Advisory Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
A Lipper, financial advisor Summit NJ
A M. Lipper
CRD#: 310482
85 Hobart Avenue, Summit, NJ 07901

A Lipper (CRD# 310482) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 28 years of experience in the finance industry.

2
Hylton Phillips-Page, financial advisor Summit NJ
Hylton H. Phillips-Page
CRD#: 1247830
Summit, NJ

Hylton Phillips-Page (CRD# 1247830) is an Investment Advisor Representative working at Lipper Advisory Services Inc. in Summit, NJ and has over 39 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.

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