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IPEX, INC.
CRD 124337 · SEC 801-71851
156 WEST LIBERTY STREET, PLYMOUTH, MI, 48170-1315, United States
Phone
734-451-0777
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.65B
Discretionary AUM
$1.58B
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingENDOW/FNDN. CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $58.0M |
| Charitable organizations | 22 | $2.06B |
| Corporations/business entities | 19 | $533.8M |
States served
MI, NY
All web addresses on file
Official SEC filing: View on IAPD