Investment adviser · CRD 318010
IPSEN ADVISOR GROUP
Investment adviser filing (IA)
IPSEN ADVISOR GROUP LLC
LITTLE ROCK, AR, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $236M Form ADV · Item 5.F
- Client accounts
- 1,003 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 47 | $126,100,023 | 53.4% |
| Individuals | 290 | $100,505,914 | 42.6% |
| Corporations & businesses | Fewer than 5 | $4,868,677 | 2.1% |
| Retirement plans | Fewer than 5 | $4,623,979 | 2.0% |
Filing source
Form ADV 2056208 · Mar 16, 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: Mar 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1701 CENTERVIEW DRIVE, SUITE 121LITTLE ROCK, AR, 72211, United States
CRD 318010
Filing source
Form ADV 2056208 · Mar 16, 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.