Ipex, Inc.
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 124337
- Registered since
- September 23, 2010
- Website
- www.ipexusa.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations77.7%
- Corporations / Businesses20.11%
- HNWI2.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ipex, Inc. is a privately owned corporate RIA that has been SEC-registered since 2010. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals and small businesses as well as for institutions and entities. It also lists pension consulting among its advisory services. Ipex charges clients via a mix of AUM-based fees and fixed-fee arrangements and is not positioned as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 3
Steven Cupchak
Vice PresidentCRD 2215891
Neha Patel
Vice PresidentCRD 5347914
Shale Lapping
PresidentCRD 1956060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 156 W Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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