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Lipper Advisory Services Inc.

Headquartered in SUMMIT, NJ

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Firm Information

Lipper Advisory Services Inc. is a registered investment advisor with the SEC. The firm manages approximately $129,185,039 in assets for a variety of clients including high net worth individuals, corporations, charitable organizations and pooled investment vehicles. They provide portfolio management services for individuals, businesses, and pooled investment vehicles, as well as pension consulting and selection of other advisors. Lipper Advisory Services Inc. is based in .

Lipper Advisory Services Inc.

$129.19M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Pre-authorized expense reimbusement and retainer

Branch Locations (1)

LIPPER ADVISORY SERVICES INC. has a total of 1 branch locations across the country.
location

SUMMIT, NJ

Advisors at Lipper Advisory Services Inc.

View All 2 Advisors
Unclaimed
Hylton Hudson Phillips-page

CFA®, RA

SUMMIT, NJ

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A Michael Lipper

CFA®, RA

SUMMIT, NJ

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Disclosures

There are no public disclosures for Lipper Advisory Services Inc..

Frequently Asked Questions (10)

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