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IPI WEALTH MANAGEMENT, INC.

Tel: 217-425-6340
226 W. Eldorado
Decatur, Illinois  62522

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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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