Overview
Assets Under Management: $654 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 352
Average Client Assets: $2 million
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