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Building 2LIPPER ADVISORY SERVICES INC

Map pin
Phone(908) 273-2454
NotebookSEC #801-39851
Total AUM
$155.8M
Employees
3
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(908) 273-2454
Other Offices
2

ReceiptFinancials

Total AUM
$155.8M
Accounts
24
Discretionary
$155.8M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$2.2M
HNW Individual Clients
3
AUM
$55.2M
Pooled Vehicle Clients
1
AUM
$58.7M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
4
AUM
$37M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PRE-AUTHORIZED EXPENSE REIMBUSEMENT AND RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNJ

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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