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 an independent registered investment adviser formed for SEC registration in 2010 and owned by an individual. The firm serves both individual and family clients as well as institutional clients, delivering portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Its billing arrangements combine percentage-of-AUM fees with fixed fees. Ipex is not positioned as a capital allocator, does not identify as an active ESG investor, and is not classified as a multi-state adviser.