IPI Wealth Management, Inc.
Firm details
- Headquarters
- Decatur, Illinois
- CRD number
- 111872
- Registered since
- November 1, 1999
- Website
- www.ipiwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.84%
- HNWI34.91%
- Corporations / Businesses2.57%
- Pension & Profit Sharing Plans1.6%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
IPI Wealth Management, Inc. is an independent SEC-registered registered investment adviser that has operated since 1999 and is owned by an individual. The firm serves both individual and family clients alongside institutional accounts. It offers a mix of financial planning and portfolio-management services for individuals, small businesses and larger institutions, and also provides selection-of-other-advisers services and educational workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. IPI identifies as a capital allocator, is active on ESG matters, and maintains broker-dealer and insurance company affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities70%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds10%
Owners & executives
2 of 2
David Koshinski
Chief Executive OfficerCRD 1765543
Lori Fuerstenberg
Chief Compliance OfficerCRD 4023335
Contacts
3 of 65
Jennifer DeFries
Registered Sales AssistantCRD 2940637
Chris Hammann
Financial AdvisorCRD 2296480
Nathan Rewerts
Registered RepresentativeCRD 2913269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 503Active vs passive
$1.5B in ETFs
68%
$1B
22%
$473M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $80.9M | 371,288 | 5.46% |
Location
Decatur, IL
Macon
Location
Decatur, IL
Headquartered in Decatur, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Macon
- Address
- 226 W Eldorado St
- Time zone
- CT (UTC-6)
- Office locations
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