55IP

55I, LLC

CRD 286620 · SEC 801-110302

Visit website

ONE LIBERTY SQUARE, SUITE 200, BOSTON, MA, 02109, United States

Phone

617-960-9559

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$36.74B

Discretionary AUM

$36.74B

Team

86 total employees; 85 advisory reps; 43 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees; FLAT FEE (BASED ON TIERED ACCOUNT SIZE FEE SCHEDULE), USAGE FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Other investment advisers	313	$34.48B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.55-IP.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/55IP

Official SEC filing: View on IAPD