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LIPE & DALTON INVESTMENT COUNSEL

103 E. Water Street
Suite 305
Syracuse, New York 13202
Tel: 315-428-8585

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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 StatusApproved
Firm CRD#132737
SEC#801-66472
Assets Managed by Firm$653,951,923
No. of Clients357
No. of Advisors2

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 ClientsAUM
Firm Total357$653,951,923
High net worth individuals352$620,078,273
Charitable organizations5$33,873,650

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