55IP

One Liberty Square
Suite 200
Boston, Massachusetts 02109
Tel: 617-960-9559

About 55IP

55IP, formally registered with the SEC as 55IP. The firm was established in 04/13/2017. They have over 2 offices throughout the country.

55IP is a Boston, Massachusetts based Financial Planning firm with nearly $17,476,639,771 assets under management, offering retirement planning & investment advisory services to 42391 clients. The firm is staffed with 74 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286620
SEC#	801-110302
Assets Managed by Firm	$17,476,639,771
No. of Clients	42391
No. of Advisors	74

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	42391	$17,476,639,771
Other investment advisers	258	$16,007,271,790

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