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Shale Philip Lapping

IPEX, INC.·PLYMOUTH, Michigan
Unclaimed Profile
156 WEST LIBERTY STREET, PLYMOUTH, MI 48170-1315CRD# 1956060Firm CRD# 124337
01

About

Shale Philip Lapping 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# 1956060
Firm CRD# 124337
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shale Philip Lapping offer?
Shale Philip Lapping specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Shale Philip Lapping's credentials?
Shale Philip Lapping is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shale Philip Lapping located?
Shale Philip Lapping is based in PLYMOUTH, Michigan, working with IPEX, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Shale Philip Lapping charge for services?
Shale Philip Lapping'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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Research
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