Liptay Capital, LLC

Liptay Capital, LLC (CRD# 152132) is a financial advisory firm headquartered in , . They manage $7,100,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $7,100,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

MA

Financial Advisors at Liptay Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Liptay
CRD#: 5729702
Cambridge, MA
93
Wealthminder
score

Thomas Liptay (CRD# 5729702) is an Investment Advisor Representative working at Liptay Capital, LLC in Cambridge, MA and has over 7 years of experience in the finance industry.

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