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LIPE & DALTON INVESTMENT COUNSEL
103 E. Water Street
Suite 305
Syracuse, New York 13202
Tel: 315-428-8585
About LIPE & DALTON INVESTMENT COUNSEL
LIPE & DALTON INVESTMENT COUNSEL, formally registered with the SEC as LIPE & DALTON INVESTMENT COUNSEL. The firm was established in 03/23/2006. They have over 1 offices throughout the country.
LIPE & DALTON INVESTMENT COUNSEL is a Syracuse, New York based Financial Planning firm with nearly $605,514,001 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 132737 |
| SEC# | 801-66472 |
| Assets Managed by Firm | $605,514,001 |
| No. of Clients | 351 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 351 | $605,514,001 |
| High net worth individuals | 345 | $574,433,570 |
| Pension and profit sharing plans | 2 | $2,397,200 |
| Charitable organizations | 4 | $28,683,231 |
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