Ipic, Inc.

Overview

Ipic, Inc. operates as a corporation focused on providing financial advisory services primarily to individuals, families, and institutional clients. The firm specializes in portfolio management for individuals and small businesses, as well as offering pension consulting services. While it does not actively engage in ESG investing, it maintains a straightforward fee structure based on a percentage of assets under management. Ipic, Inc. is not classified as a capital allocator or pension consultant and does not have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices