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
Lipper Advisory Services Inc.
By the Numbers
-
Total Assets Under Management129MILLION
-
Total Number of Accounts25ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, NJ
Financial Advisors at Lipper Advisory Services Inc.
1
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 (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.
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