IPI WEALTH MANAGEMENT, INC.

226 W. Eldorado
Decatur, Illinois 62522
Tel: 217-425-6340

About IPI WEALTH MANAGEMENT, INC.

IPI WEALTH MANAGEMENT, INC, formally registered with the SEC as IPI WEALTH MANAGEMENT, INC. The firm was established in 11/01/1999. They have over 44 offices throughout the country.

IPI WEALTH MANAGEMENT, INC. is a Decatur, Illinois based Financial Planning firm with nearly $2,147,470,454 assets under management, offering retirement planning & investment advisory services to 10573 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111872
SEC#	801-56878
Assets Managed by Firm	$2,147,470,454
No. of Clients	10573
No. of Advisors	78

Fee Structure

A percentage of AUM
Hourly charges
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	10573	$2,147,470,454
Individuals (other than high net worth individuals)	10144	$1,270,251,949
High net worth individuals	324	$751,279,420
Pension and profit sharing plans	55	$93,122,423
Charitable organizations	19	$946,589
Corporations or other businesses	29	$22,375,746

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