IP FINANCIAL ADVISORY SERVICES LLC

CRD 305772 · SEC 801-117481

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5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, 28210, United States

Phone

980-326-3335

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$481.4M

Discretionary AUM

$258.5M

Team

112 total employees; 112 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; RECURRING FEES

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

Client types

Type	Clients	AUM
Individuals	2001	$481.4M

States served

VT, AL, 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, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

http://www.ipfinancialservicesllc.com

Official SEC filing: View on IAPD