Ipsen Advisor Group
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 318010
- Registered since
- February 2, 2022
- Website
- ipsenadvisorgroup.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.41%
- Individuals42.57%
- Corporations / Businesses2.06%
- Pension & Profit Sharing Plans1.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ipsen Advisor Group LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm positions itself as a capital allocator for individual and family clients, combining portfolio management and financial planning with ancillary services such as insurance brokerage and selection of outside advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2
Amy Ipsen
Chief Compliance Officer & Director of OperationsCRD 4667033
Loren Ipsen
Chief Executive OfficerCRD 4437893
Contacts
1 of 1
James Merriweather
Operations Manager / Financial AdvisorCRD 6847339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$141M in ETFs
91%
$128M
9%
$12.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG) | BlackRock | Passive | Mid Cap Growth | $7.9M | 80,652 | 5.62% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 1701 Centerview Dr
- Time zone
- CT (UTC-6)
- Office locations
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