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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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