IPI WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- DECATUR, Illinois
- CRD number
- 111872
- Registered since
- November 1, 1999
- Website
- www.ipiwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.84%
- HNWI34.91%
- Corporations / Businesses2.57%
- Pension & Profit Sharing Plans1.6%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
IPI Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and operating since the late 1990s. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. It also acts as a capital allocator and engages in selection of third‑party advisers and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and maintains industry relationships that include broker‑dealer and insurance company affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds10%
Owners & executives
2 of 2DAVID KOSHINSKI
Chief Executive OfficerCRD 1765543
LORI FUERSTENBERG
Chief Compliance OfficerCRD 4023335
Contacts
3 of 65Jennifer DeFries
Registered Sales AssistantCRD 2940637
CHRIS HAMMANN
Financial AdvisorCRD 2296480
NATHAN REWERTS
Registered RepresentativeCRD 2913269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 462Active vs passive
$1.3B in ETFs
68%
$860M
22%
$397M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $70.4M | 358,937 | 5.60% |
Location
DECATUR, IL
MACON
Location
DECATUR, IL
Headquartered in DECATUR, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- MACON
- Address
- 226 W Eldorado St
- Time zone
- CT (UTC-6)
- Office locations
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