Overview
Assets Under Management: $281 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Frequently Asked Questions
BIP ALLIANCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330528), BIP ALLIANCE, LLC is subject to fiduciary duty under federal law.
BIP ALLIANCE, LLC is headquartered in ATLANTA, GA.
BIP ALLIANCE, LLC serves 88 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, BIP ALLIANCE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
BIP ALLIANCE, LLC manages $281 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, BIP ALLIANCE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 666
Discretionary Accounts: 554
Non-Discretionary Accounts: 112
Regulatory Filings
CRD Number: 330528
Last Filing Date: 2025-01-31 00:00:00
Website: https://bipwealth.com