Investment adviser · CRD 305772
IP FINANCIAL ADVISORY SERVICES LLC
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $481M Form ADV · Item 5.F
- Client accounts
- 2,686 Accounts, not individual clients
- Employees
- 112 Reported in this filing
- Advisory professionals
- 112 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,001 | $481,397,453 | 100.0% |
Filing source
Form ADV 2116621 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5950 FAIRVIEW ROAD, SUITE 140CHARLOTTE, NC, 28210, United States
CRD 305772
Filing source
Form ADV 2116621 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.