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, privately owned registered investment adviser organized as a corporation. The firm is SEC registered (registration year 1999) and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees. The firm identifies itself as a capital allocator and reports active ESG investing as part of its approach. IPI also maintains industry relationships with broker-dealers and insurance companies.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 510Active vs passive
$1.5B in ETFs
68%
$1B
22%
$494M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $83.7M | 387,146 | 5.47% |
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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