PIP Capital & Consulting, LLC

RIAState Registered
Total AUM
$30.1M
Discretionary
$30.1M
100% of AUM
Avg account
$485K
Accounts
62
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
297807
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI69.3%
  • Individuals27.15%
  • Corporations / Businesses3.55%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

PIP Capital & Consulting, LLC is a Florida-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm advises both individual & family clients and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangement combines a percentage-of-AUM schedule with the potential for performance-based fees. The firm does not identify as an active ESG investor, is not positioned as a multistate adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth