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IPI WEALTH MANAGEMENT, INC.
Tel: 217-425-6340
226 W. Eldorado Decatur, Illinois 62522
IPI WEALTH MANAGEMENT, INC.
IPI WEALTH MANAGEMENT, INC. is a Decatur, Illinois based financial advisory firm with nearly $2,147,470,454 in assets under management and provides investment advisory services for 10573 clients. There are currently 78 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
111872
SEC#:
801-56878
No. of Clients:
10573
Assets under Management
$2,147,470,454
No. of Advisors:
78
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