IP FINANCIAL ADVISORY SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$481,397,453
Discretionary
$258,534,536
Non-discretionary
$222,862,917
Firm details
- CRD number
- 305772
- SEC file number
- 801-117481
- Main office
- CHARLOTTE, NC, United States
- Employees
- 112
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.