Overview
Assets Under Management: $938 million
High-Net-Worth Clients: 332
Average Client Assets: $886,265
Frequently Asked Questions
RAE & LIPSKIE INVESTMENT COUNSEL 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 #327652), RAE & LIPSKIE INVESTMENT COUNSEL INC. is subject to fiduciary duty under federal law.
RAE & LIPSKIE INVESTMENT COUNSEL INC. serves 332 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, RAE & LIPSKIE INVESTMENT COUNSEL INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RAE & LIPSKIE INVESTMENT COUNSEL INC. manages $938 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, RAE & LIPSKIE INVESTMENT COUNSEL INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 332
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.36
Average High-Net-Worth Client Assets: $886,265
Total Client Accounts: 2,992
Discretionary Accounts: 2,992
Regulatory Filings
CRD Number: 327652
Filing ID: 1969269
Last Filing Date: 2025-03-31 13:33:00
Website: https://raelipskie.com