Hayden Lipp Registered Investment Advisor

Overview

Hayden Lipp Registered Investment Advisor is a small, independent RIA organized as an LLC that serves individual and family clients. The firm operates primarily as a non-discretionary advisor and acts as both a registered representative of a broker‑dealer and an insurance broker, which is reflected in a fee mix that includes hourly and fixed fees alongside commissionable products. Advisory services emphasize financial planning and the selection of outside managers or advisers rather than centralized discretionary portfolio management. Asset allocation shows a mix of liquid equity exposure with a stated preference toward fixed‑income strategies, and the firm functions as a capital allocator—sourcing third‑party alternatives and private placements for clients when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices