| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony McDonald Lawrence Control | Co-President, Mga And Systems Operations | Under 5% | 2019 |
| Ipfas Holdings LLC Control | Stockholder | Over 75% | 2019 |
| Kelly Ann King Control | President | Under 5% | 2023 |
Ip Financial Advisory Services LLC reports $456.1 million in regulatory assets under management on its Form ADV.
Ip Financial Advisory Services LLC reports 112 employees.
Ip Financial Advisory Services LLC is based in Charlotte, NC and has been SEC-registered since 2019.
Ip Financial Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5950 Fairview Road, Suite 140, Charlotte, NC 28210 |
| Phone | 980-326-3335 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $281.9M |
| Non-discretionary | $174.2M |
| Total (RAUM) | $456.1M |