IPEX, INC.

RIASEC RegisteredEst. 2010

Total AUM

$2.7B

Discretionary

$1.6B

59% of AUM

Avg account

$49.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PLYMOUTH, Michigan
CRD number: 124337
Registered since: September 23, 2010
Website: www.ipexusa.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations77.7%
Corporations / Businesses20.11%
HNWI2.19%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ipex, Inc. is a privately owned corporation that has been registered with the SEC since 2010 and is run as an owner-managed adviser. Its client base includes both high-net-worth individuals and family clients as well as institutional entities. The firm provides portfolio management for individuals, small businesses, and institutions, and it also offers pension consulting services. Fee arrangements include both percentage-of-assets-under-management and fixed-fee engagements. Ipex does not identify as an active ESG investor and is not flagged as a multi-state adviser or as a capital allocator.