Overview
Assets Under Management: $654 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 352
Average Client Assets: $2 million
Frequently Asked Questions
LIPE & DALTON,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 #132737), LIPE & DALTON,INC. is subject to fiduciary duty under federal law.
LIPE & DALTON,INC. is headquartered in SYRACUSE, NY.
LIPE & DALTON,INC. serves 352 high-net-worth clients according to their SEC filing dated March 11, 2024. View client details ↓
According to their SEC Form ADV, LIPE & DALTON,INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
LIPE & DALTON,INC. manages $654 million in client assets according to their SEC filing dated March 11, 2024.
According to their SEC Form ADV, LIPE & DALTON,INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 352
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 357
Discretionary Accounts: 357
Regulatory Filings
CRD Number: 132737
Last Filing Date: 2024-03-11 00:00:00
Website: https://lipeanddalton.com