Paul D. Sippil & Associates, LLC
RIAState Registered
Total AUM
$150M
Discretionary
$0
0% of AUM
Avg account
$4.4M
Accounts
34
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154656
- Website
- paulsippil.com
- Fee structure
- Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Paul D. Sippil & Associates, LLC is an individually owned, institutional-focused registered investment adviser organized as an LLC. The firm combines advisory work with insurance brokerage services and provides pension consulting and educational seminars/workshops to its institutional clients. It charges fixed fees and is not positioned as a multi-state adviser or an active ESG investor.
Assets & Accounts
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
- Non-Exchange Traded Equities65%
- US Government Bonds30%
- Exchange Traded Equities5%
Contacts
1 of 1
Paul Sippil
ConsultantCRD 4693891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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