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LIPE & DALTON INVESTMENT COUNSEL
LIPE & DALTON,INC.
CRD 132737 · SEC 801-66472
103 E. WATER STREET, SUITE 305, SYRACUSE, NY, 13202, United States
Phone
315-428-8585
Fax
315-428-8589
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$779.9M
Discretionary AUM
$779.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 376 | $740.9M |
| Charitable organizations | 6 | $39.0M |
States served
VT, DE, GA, IN, MA, NV, NJ, NM, NY, NC, OH, PA, TN, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD