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LIPPER ADVISORY SERVICES INC
CRD 107283 · SEC 801-39851
DE, United States
Phone
(908) 273-2454
Fax
(908) 273-8231
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.8M
Discretionary AUM
$155.8M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; PRE-AUTHORIZED EXPENSE REIMBUSEMENT AND RETAINER
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.2M |
| High net worth individuals | 3 | $55.2M |
| Pooled investment vehicles | 1 | $58.7M |
| Charitable organizations | 1 | $2.6M |
| Corporations/business entities | 4 | $37.0M |
States served
DE, NJ, FL
Official SEC filing: View on IAPD