Unclaimed Profile

Ira Adam Lupkin

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC·MIAMI, Florida

Clean recordLOOP CAPITAL ASSET MANAGEMENT - TCH LLC

1001 BRICKELL BAY DRIVE, MIAMI, FL 33131-4940CRD# 4463446Firm CRD# 149280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ira Adam Lupkin · MIAMI, FL

Registration

CRD #4463446 · LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ira Adam Lupkin is a registered financial advisor based in MIAMI, Florida, affiliated with LOOP CAPITAL ASSET MANAGEMENT - TCH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

LOOP CAPITAL ASSET MANAGEMENT

AUM

$8.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4463446

Firm CRD# 149280

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ira Adam Lupkin offer?

Ira Adam Lupkin specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Ira Adam Lupkin's credentials?

Ira Adam Lupkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ira Adam Lupkin located?

Ira Adam Lupkin is based in MIAMI, Florida, working with LOOP CAPITAL ASSET MANAGEMENT - TCH LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Ira Adam Lupkin charge for services?

Ira Adam Lupkin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOOP CAPITAL ASSET MANAGEMENT - TCH LLC?

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC has approximately 31 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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