Lipton Capital Management

Lipton Capital Management (CRD# 141767) is a financial advisory firm headquartered in , . They manage $9,389,319 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $586,832
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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.

FL

Financial Advisors at Lipton Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Joel J. Lipton
CRD#: 1040940
Stuart, FL
73
Wealthminder
score

Joel Lipton (CRD# 1040940) is an Investment Advisor Representative working at Lipton Capital Management in Stuart, FL and has over 34 years of experience in the finance industry.

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