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LIPE & DALTON INVESTMENT COUNSEL

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

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LIPE & DALTON INVESTMENT COUNSEL

LIPE & DALTON INVESTMENT COUNSEL is a Syracuse, New York based financial advisory firm with nearly $653,951,923 in assets under management and provides investment advisory services for 357 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

132737

SEC#:

801-66472

No. of Clients:

357

Assets under Management

$653,951,923

No. of Advisors:

2

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