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Kathleen Marie Serafino

IPEX, INC.·PLYMOUTH, Michigan
Unclaimed Profile
156 WEST LIBERTY STREET, PLYMOUTH, MI 48170CRD# 1433718Firm CRD# 124337
01

About

Kathleen Marie Serafino is a registered financial advisor based in PLYMOUTH, Michigan, affiliated with IPEX, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
IPEX, INC.
IPEX, INC.
AUM
$2.0B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at IPEX, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1433718
Firm CRD# 124337
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Marie Serafino offer?
Kathleen Marie Serafino specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Kathleen Marie Serafino's credentials?
Kathleen Marie Serafino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Marie Serafino located?
Kathleen Marie Serafino is based in PLYMOUTH, Michigan, working with IPEX, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Kathleen Marie Serafino charge for services?
Kathleen Marie Serafino's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IPEX, INC.?
IPEX, INC. has approximately 3 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLYMOUTH
James Edward Bashaw — JLB & ASSOCIATES INCDorothy Elva Bashaw — JLB & ASSOCIATES INCChristopher Ralph Szydlowski — JLB & ASSOCIATES INCNeha K Patel — IPEX, INC.James Levern Bashaw — JLB & ASSOCIATES INC
Nearby cities in Michigan
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City Guides
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Research
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