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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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