TIPTREE ADVISORS, LLC

809 Broadway
6th Floor
New York, New York 10003
Tel: 212-887-4400

About TIPTREE ADVISORS, LLC

TIPTREE ADVISORS, LLC, formally registered with the SEC as TIPTREE ADVISORS, LLC. The firm was established in 01/27/2006. They have over 1 offices throughout the country.

TIPTREE ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $1,591,340,865 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137758
SEC#	801-65759
Assets Managed by Firm	$1,591,340,865
No. of Clients	19
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$1,591,340,865

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