Unclaimed Profile

Neha K Patel

IPEX, INC.·PLYMOUTH, Michigan

Series 65Clean record3 years registeredIPEX, INC.

156 WEST LIBERTY STREET, PLYMOUTH, MI 48170-1315CRD# 5347914Firm CRD# 124337

Profile Verification

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

Identity

Neha K Patel · PLYMOUTH, MI

Registration

CRD #5347914 · IPEX, INC. · 3 years registered

Brand Profile

Not yet started

Career History

IPEX, INC.

Mar 2023 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 21, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPEX, INC.

CRD 124337 · SEC 801-71851

AUM

$2.0B

Regulatory assets under management

Employees

50 client accounts

Services offered by IPEX, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IPEX, INC. →

Introduction

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Frequently Asked Questions

What services does Neha K Patel offer?

Neha K Patel specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.

What are Neha K Patel's credentials?

Neha K Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neha K Patel located?

Neha K Patel is based in PLYMOUTH, Michigan, working with IPEX, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Neha K Patel charge for services?

Neha K Patel'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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