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Lipscomb Investment Group, LLC

Headquartered in AUBURN, AL

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Firm Information

Lipscomb Investment Group, LLC is an investment advisor headquartered in Auburn, Alabama with a focus on portfolio management for individuals and businesses. With over $71 million in assets under management, the firm serves a diverse clientele including high-net-worth individuals, corporations, and individuals other than high-net-worth. They also offer financial planning and pension consulting services.

Lipscomb Investment Group, LLC

$71.41M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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financial consulting services

Financial consulting services

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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percentage of assets

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

Branch Locations (1)

LIPSCOMB INVESTMENT GROUP, LLC has a total of 1 branch locations across the country.
location

AUBURN, AL

Advisors at Lipscomb Investment Group, LLC

View All 4 Advisors
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Thomas Patrick Meagher

RA

AUBURN, AL

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A. Denson Lipscomb

RA

AUBURN, AL

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Unclaimed
Davis Denson Lipscomb

RA

AUBURN, AL

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Unclaimed
Andrew Wade Lipscomb

RA

AUBURN, AL

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Disclosures

There are no public disclosures for Lipscomb Investment Group, LLC.

Frequently Asked Questions (6)

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