Overview
Assets Under Management: $192 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
IPSEN ADVISOR GROUP 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 #318010), IPSEN ADVISOR GROUP LLC is subject to fiduciary duty under federal law.
IPSEN ADVISOR GROUP LLC is headquartered in LITTLE ROCK, AR.
IPSEN ADVISOR GROUP LLC serves 47 high-net-worth clients according to their SEC filing dated December 20, 2024. View client details ↓
According to their SEC Form ADV, IPSEN ADVISOR GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
IPSEN ADVISOR GROUP LLC manages $192 million in client assets according to their SEC filing dated December 20, 2024.
According to their SEC Form ADV, IPSEN ADVISOR GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 981
Discretionary Accounts: 858
Non-Discretionary Accounts: 123
Regulatory Filings
CRD Number: 318010
Last Filing Date: 2024-12-20 00:00:00
Website: https://gmail.com