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IPEX, INC.
156 West Liberty Street
Plymouth, Michigan 48170-1315
Tel: 734-451-0777
About IPEX, INC.
IPEX, INC, formally registered with the SEC as IPEX, INC. The firm was established in 09/23/2010. They have over 1 offices throughout the country.
IPEX, INC. is a Plymouth, Michigan based Financial Planning firm with nearly $2,025,333,472 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124337 |
| SEC# | 801-71851 |
| Assets Managed by Firm | $2,025,333,472 |
| No. of Clients | 50 |
| No. of Advisors | 3 |
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
- Pesnsion consulting services
- Other (ENDOW/FNDN. CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $2,025,333,472 |
| High net worth individuals | 3 | $45,120,599 |
| Pension and profit sharing plans | 1 | $9,411,123 |
| Charitable organizations | 21 | $1,758,264,052 |
| Corporations or other businesses | 18 | $212,537,698 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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