Ipsen Advisor Group LLC
● SEC registered since 2022CRD 318010SEC# 801-123145Little Rock, AR
Reg. AUM
$236.1M
Employees
5
Accounts
1,003
Location
Little Rock, AR
Ipsen Advisor Group LLC assets under management
Ipsen Advisor Group LLC operates as an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 2022. It reports $236.1 million in regulatory assets under management and employs 5 people.
Ipsen Advisor Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Elizabeth Ipsen Control | Director Of Operations And Chief Compliance Officer | 25-50% | 2022 |
| James Nicholas Merriweather Control | Chief Operations Officer | 10-25% | 2024 |
| Loren Marshall Ipsen Control | Chief Executive Officer And Financial Planner | 25-50% | 2022 |
Frequently asked questions
How much does Ipsen Advisor Group LLC manage?
Ipsen Advisor Group LLC reports $236.1 million in regulatory assets under management on its Form ADV.
How many employees does Ipsen Advisor Group LLC have?
Ipsen Advisor Group LLC reports 5 employees.
Where is Ipsen Advisor Group LLC located?
Ipsen Advisor Group LLC is based in Little Rock, AR and has been SEC-registered since 2022.
Does Ipsen Advisor Group LLC disclose fund performance?
Ipsen Advisor Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1701 Centerview Drive, Suite 121, Little Rock, AR 72211 |
| Phone | (501) 614-4700 |
| Fax | (501) 588-2119 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1964922 |
| Discloses disciplinary history | No |
Regulatory AUM
$236.1M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$236.1Mregulatory AUM
Discretionary $222.5MNon-discretionary $13.6M