Hayden Lipp Registered Investment Advisor

RIAState Registered
Total AUM
$15M
Discretionary
$0
0% of AUM
Avg account
$214K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
145010
Fee structure
Hourly Charges, Fixed Fees, Commissions
Client types
  • Individuals100%
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Hayden Lipp Registered Investment Advisor is an independent, Florida-registered LLC that serves individual and family clients. The firm operates as a capital allocator and combines financial planning with selection of outside advisers. Its business mix includes activity as a registered representative of a broker-dealer and as an insurance broker, and its fee arrangements include hourly charges, fixed fees and commission-based revenue. The practice appears to emphasize bespoke planning and outsourced manager selection rather than running large discretionary portfolios. The firm's structure and service set suggest it guides client allocations to third-party managers and alternative offerings while retaining brokerage and insurance distribution capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 30%, Public Funds/Mutual Funds 25%, Investment Grade Corp Bonds 20%, US Government Bonds 10%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%30%
  • Exchange Traded Equities30%
  • Public Funds/Mutual Funds25%
  • Investment Grade Corp Bonds20%
  • US Government Bonds10%
  • Non-Investment Grade Corp Bonds10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth