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IPSEN ADVISOR GROUP
2228 Cottondale Lane
Suite 150
Little Rock, Arkansas 72202
Tel: (501) 614-4700
About IPSEN ADVISOR GROUP
IPSEN ADVISOR GROUP, formally registered with the SEC as IPSEN ADVISOR GROUP. The firm was established in 02/02/2022. They have over 1 offices throughout the country.
IPSEN ADVISOR GROUP is a Little Rock, Arkansas based Financial Planning firm with nearly $192,000,253 assets under management, offering retirement planning & investment advisory services to 981 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318010 |
| SEC# | 801-123145 |
| Assets Managed by Firm | $192,000,253 |
| No. of Clients | 981 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 981 | $192,000,253 |
| Individuals (other than high net worth individuals) | 382 | $75,280,189 |
| High net worth individuals | 68 | $112,789,696 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,952,154 |
| Corporations or other businesses | Fewer than 5 clients | $978,214 |
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