Ip Financial Advisory Services LLC
● SEC registered since 2019CRD 305772SEC# 801-117481Charlotte, NC
Reg. AUM
$481.4M
Employees
112
Accounts
2,686
Location
Charlotte, NC
Ip Financial Advisory Services LLC assets under management
Ip Financial Advisory Services LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2019. It reports $481.4 million in regulatory assets under management and employs 112 people.
Ip Financial Advisory Services LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony McDonald Lawrence Control | Co-President, Mga And Systems Operations | Under 5% | 2019 |
| Ipfas Holdings LLC Control | Stockholder | Over 75% | 2019 |
| Kelly Ann King Control | President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Ip Financial Advisory Services LLC manage?
Ip Financial Advisory Services LLC reports $481.4 million in regulatory assets under management on its Form ADV.
How many employees does Ip Financial Advisory Services LLC have?
Ip Financial Advisory Services LLC reports 112 employees.
Where is Ip Financial Advisory Services LLC located?
Ip Financial Advisory Services LLC is based in Charlotte, NC and has been SEC-registered since 2019.
Does Ip Financial Advisory Services LLC disclose fund performance?
Ip Financial Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5950 Fairview Road, Suite 140, Charlotte, NC 28210 |
| Phone | 980-326-3335 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$481.4M▲ 62%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$481.4Mregulatory AUM
Discretionary $258.5MNon-discretionary $222.9M