AdvisorOS Directory
Claim Profile
SC

Steven John Cupchak

IPEX, INC.·PLYMOUTH, Michigan
Unclaimed Profile
156 WEST LIBERTY STREET, PLYMOUTH, MI 48170-1315CRD# 2215891Firm CRD# 124337
01

About

Steven John Cupchak 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# 2215891
Firm CRD# 124337
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Michigan or claim this profile if it's yours.

Browse PLYMOUTH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven John Cupchak offer?
Steven John Cupchak specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Steven John Cupchak's credentials?
Steven John Cupchak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven John Cupchak located?
Steven John Cupchak is based in PLYMOUTH, Michigan, working with IPEX, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Steven John Cupchak charge for services?
Steven John Cupchak'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile