Ipex, Inc.
● SEC registered since 2010CRD 124337SEC# 801-71851Plymouth, MI
Reg. AUM
$2.65B
Employees
3
Accounts
54
Location
Plymouth, MI
Ipex, Inc. assets under management
Ipex, Inc. is an investment advisory firm registered with the SEC based in Plymouth, MI. The firm has been registered since 2010. It reports $2.7 billion in regulatory assets under management and employs 3 people.
Ipex, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neha K Patel Control | Chief Compliance Officer | Under 5% | 2014 |
| Shale Philip Lapping Control | President | Over 75% | 1995 |
| Steven John Cupchak Control | Vice President | Under 5% | 1995 |
Frequently asked questions
How much does Ipex, Inc. manage?
Ipex, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ipex, Inc. have?
Ipex, Inc. reports 3 employees.
Where is Ipex, Inc. located?
Ipex, Inc. is based in Plymouth, MI and has been SEC-registered since 2010.
Does Ipex, Inc. disclose fund performance?
Ipex, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 156 West Liberty Street, Plymouth, MI 48170-1315 |
| Phone | 734-451-0777 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.65B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.65Bregulatory AUM
Discretionary $1.58BNon-discretionary $1.08B