SIPPICAN CAPITAL ADVISORS

125 High St., Suite 1802
Boston, Massachusetts 02110-2704
Tel: 857-263-8101

About SIPPICAN CAPITAL ADVISORS

SIPPICAN CAPITAL ADVISORS, formally registered with the SEC as SIPPICAN CAPITAL ADVISORS. The firm was established in 10/04/2010. They have over 1 offices throughout the country.

SIPPICAN CAPITAL ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $144,000,000 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155188
SEC#	801-71870
Assets Managed by Firm	$144,000,000
No. of Clients	150
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	150	$144,000,000
High net worth individuals	150	$114,000,000
Charitable organizations	Fewer than 5 clients	$30,000,000

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