IP FINANCIAL ADVISORY SERVICES LLC
SEC RegisteredHelping you manage your finances right!
About the firm
IP Financial Services LLC provides a wide array of financial, investment and management consulting solutions that help clients improve efficiency and minimize costs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial, investment and management consulting solutions.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,001 | $481M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 133
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $10,000 | 1.25% |
| $25,000 to $100,000 | 1.00% |
| $100,000 to $250,000 | 0.75% |
| Greater than $250,000 | 0.50% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IP FINANCIAL ADVISORY SERVICES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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