Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 3
Average Client Assets: $18.4 million
Frequently Asked Questions
LIPPER ADVISORY SERVICES 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 #107283), LIPPER ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
LIPPER ADVISORY SERVICES INC serves 3 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, LIPPER ADVISORY SERVICES INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LIPPER ADVISORY SERVICES INC manages $156 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, LIPPER ADVISORY SERVICES INC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.41%
Average Client Assets: $18.4 million
Total Client Accounts: 24
Discretionary Accounts: 24
Regulatory Filings
CRD Number: 107283
Filing ID: 2069957
Last Filing Date: 2026-03-20 11:33:25