LIPE & DALTON INVESTMENT COUNSEL

Overview

Lipe & Dalton Investment Counsel is a privately owned investment advisory corporation that has been SEC-registered since 2006. The firm manages portfolios for both individual and family clients as well as institutional and business accounts, charging fees as a percentage of assets under management. Its advisory activity is concentrated on direct portfolio management for individuals, small businesses and for corporate or institutional clients. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser in the provided data. Reported industry affiliations include relationships with accountants and law firms, suggesting referral or professional-service networks support its client coverage.

Assets & Accounts

Public Holdings

Investments & Alternatives