IPSEN ADVISOR GROUP
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 318010
- Registered since
- February 2, 2022
- Website
- ipsenadvisorgroup.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.41%
- Individuals42.57%
- Corporations / Businesses2.06%
- Pension & Profit Sharing Plans1.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ipsen Advisor Group is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients and operates as a capital allocator, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Advisory services enumerated in filings cover financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm also operates an insurance brokerage function and is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2AMY IPSEN
Chief Compliance Officer & Director of OperationsCRD 4667033
LOREN IPSEN
Chief Executive OfficerCRD 4437893
Contacts
1 of 1JAMES MERRIWEATHER
Operations Manager / Financial AdvisorCRD 6847339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$128M in ETFs
91%
$116M
9%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV) | BlackRock | Passive | Mid Cap Value | $7.2M | 84,934 | 5.65% |
Location
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 1701 Centerview Dr
- Time zone
- CT (UTC-6)
- Office locations
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