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 $653,951,923 assets under management, offering retirement planning & investment advisory services to 357 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	$653,951,923
No. of Clients	357
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	357	$653,951,923
High net worth individuals	352	$620,078,273
Charitable organizations	5	$33,873,650

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