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Ira Adam Lupkin

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC·MIAMI, Florida
SIE, Series 27, Series 99Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
CRD 149280 · SEC 801-69873
AUM
$8.5B
Regulatory assets under management
Employees
31
84 client accounts
Services offered by LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC →
Introduction

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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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Other Advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

Scott M Kimball
MIAMI, FL
Alan Marc Habacht
MIAMI, FL
Daniela Mardarovici
MIAMI, FL
Lee Gordon Julian Wanie
MIAMI, FL
CFA

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Research
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