Unclaimed Profile

Gene Carroll Mcquown

IPI PARTNERS, LLC·CHICAGO, Illinois

Clean record14 years registeredIPI PARTNERS, LLC

300 N. LASALLE STREET, CHICAGO, IL 60654CRD# 5908840Firm CRD# 284694

Profile Verification

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

Identity

Gene Carroll Mcquown · CHICAGO, IL

Registration

CRD #5908840 · IPI PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IPI PARTNERS, LLC

IRON POINT PARTNERS, LLC

Mar 2012 – Mar 2025

Dallas, TX

Registrations & Exams

Registration record

First registered · March 13, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPI PARTNERS, LLC

CRD 284694 · SEC 801-108199

AUM

$9.6B

Regulatory assets under management

Employees

17 client accounts

Services offered by IPI PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at IPI PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Gene Carroll Mcquown offer?

Gene Carroll Mcquown specializes in Retirement Planning.

What are Gene Carroll Mcquown's credentials?

Gene Carroll Mcquown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gene Carroll Mcquown located?

Gene Carroll Mcquown is based in CHICAGO, Illinois, last registered with IPI PARTNERS, LLC.

How does Gene Carroll Mcquown charge for services?

Gene Carroll Mcquown'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 IPI PARTNERS, LLC?

IPI PARTNERS, LLC has approximately 67 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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