PIP Capital & Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297807
- Website
- pipcapitalconsulting.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI69.3%
- Individuals27.15%
- Corporations / Businesses3.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PIP Capital & Consulting, LLC is a Florida-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm advises both individual & family clients and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangement combines a percentage-of-AUM schedule with the potential for performance-based fees. The firm does not identify as an active ESG investor, is not positioned as a multistate adviser, and does not operate as a capital allocator or pension consultant.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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