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IP FINANCIAL ADVISORY SERVICES LLC
Tel: 980-326-3335
5950 Fairview Road, Suite 140 Charlotte, North Carolina 28210
IP FINANCIAL ADVISORY SERVICES LLC
IP FINANCIAL ADVISORY SERVICES LLC is a Charlotte, North Carolina based financial advisory firm with nearly $296,950,627 in assets under management and provides investment advisory services for 2290 clients. There are currently 92 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 , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (RECURRING FEE
Firm CRD#:
305772
SEC#:
801-117481
No. of Clients:
2290
Assets under Management
$296,950,627
No. of Advisors:
92
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