| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Dalton Control | President | 50-75% | 2004 |
| Willard Charles Lipe Control | Chief Executive Officer/Chief Compliance Officer | 50-75% | 2004 |
Lipe & Dalton,inc. reports $690.5 million in regulatory assets under management on its Form ADV.
Lipe & Dalton,inc. reports 2 employees.
Lipe & Dalton,inc. is based in Syracuse, NY and has been SEC-registered since 2006.
Lipe & Dalton,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 103 E. Water Street, Suite 305, Syracuse, NY 13202 |
| Phone | 315-428-8585 |
| Fax | 315-428-8589 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1570396 |
| Discloses disciplinary history | No |
| Discretionary | $690.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $690.5M |