Lipton Capital Management
Lipton Capital Management (CRD# 141767) is a financial advisory firm headquartered in , . They manage $5,590,695 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lipton Capital Management
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$399,335
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Lipton Capital Management
1
Joel Lipton (CRD# 1040940) is an Investment Advisor Representative working at Lipton Capital Management in Stuart, FL and has over 41 years of experience in the finance industry.
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