BIP WEALTH, LLC

3575 Piedmont Rd, Ne
Bldg 15, Suite 730
Atlanta, Georgia 30305
Tel: 404-495-5230

About BIP WEALTH, LLC

BIP WEALTH, LLC, formally registered with the SEC as BIP WEALTH, LLC. The firm was established in 02/20/2008. They have over 3 offices throughout the country.

BIP WEALTH, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $2,833,854,777 assets under management, offering retirement planning & investment advisory services to 7272 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143208
SEC#	801-68882
Assets Managed by Firm	$2,833,854,777
No. of Clients	7272
No. of Advisors	57

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7272	$2,833,854,777
Individuals (other than high net worth individuals)	647	$181,060,773
High net worth individuals	777	$2,610,491,326
Charitable organizations	4	$6,528,456
Corporations or other businesses	16	$35,774,222

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