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Building 2IPI WEALTH MANAGEMENT, INC.

Map pinDECATUR, IL
Phone217-425-6340
NotebookSEC #801-56878
Total AUM
$2.7B
Employees
67
Clients
13,260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
226 W. ELDORADO
DECATUR
IL 62522
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
217-425-6340
Other Offices
39

ReceiptFinancials

Total AUM
$2.7B
Accounts
13,260
Discretionary
$2.5B
Accounts
12,525
Non-Discretionary
$182M
Accounts
735

ContactClients

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Individual Clients
12,703
AUM
$1.6B
HNW Individual Clients
435
AUM
$926.9M
Pension/Profit Sharing Plan Clients
51
AUM
$42.5M
Charitable Organization Clients
28
AUM
$2.3M
Corporation or Business Clients
43
AUM
$68.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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