Overview
Assets Under Management: $2.7 billion
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 3
Average Client Assets: $19.3 million
Frequently Asked Questions
IPEX, INC. 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 #124337), IPEX, INC. is subject to fiduciary duty under federal law.
IPEX, INC. is headquartered in PLYMOUTH, MI.
IPEX, INC. serves 3 high-net-worth clients according to their SEC filing dated April 15, 2026. View client details ↓
According to their SEC Form ADV, IPEX, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
IPEX, INC. manages $2.7 billion in client assets according to their SEC filing dated April 15, 2026.
According to their SEC Form ADV, IPEX, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.19%
Average Client Assets: $19.3 million
Total Client Accounts: 54
Discretionary Accounts: 36
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 124337
Filing ID: 2094584
Last Filing Date: 2026-04-15 15:12:56