IPSEN ADVISOR GROUP
Total AUM
$236.1M
Employees
5Clients
339Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1701 CENTERVIEW DRIVE
SUITE 121
LITTLE ROCK
AR 72211
United States
SUITE 121
LITTLE ROCK
AR 72211
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
(501) 614-4700
Financials
Total AUM
$236.1M
Accounts
1,003Discretionary
$222.5M
Accounts
910Non-Discretionary
$13.6M
Accounts
93
Clients
Individual Clients
290AUM
$100.5M
HNW Individual Clients
47AUM
$126.1M
Pension/Profit Sharing Plan Clients
1AUM
$4.6M
Corporation or Business Clients
1AUM
$4.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZFLGAKYLAOHTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.