| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Elizabeth Ipsen Control | Director Of Operations And Chief Compliance Officer | 25-50% | 2022 |
| James Nicholas Merriweather Control | Chief Operations Officer | 10-25% | 2024 |
| Loren Marshall Ipsen Control | Chief Executive Officer And Financial Planner | 25-50% | 2022 |
Ipsen Advisor Group LLC reports $217.8 million in regulatory assets under management on its Form ADV.
Ipsen Advisor Group LLC reports 5 employees.
Ipsen Advisor Group LLC is based in Little Rock, AR and has been SEC-registered since 2022.
Ipsen Advisor Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2228 Cottondale Lane, Suite 150, Little Rock, AR 72202 |
| Phone | (501) 614-4700 |
| Fax | (501) 588-2119 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1964922 |
| Discloses disciplinary history | No |
| Discretionary | $194.8M |
| Non-discretionary | $23M |
| Total (RAUM) | $217.8M |