Unclaimed Profile

Steven John Cupchak

IPEX, INC.·PLYMOUTH, Michigan

Clean recordIPEX, INC.

156 WEST LIBERTY STREET, PLYMOUTH, MI 48170-1315CRD# 2215891Firm CRD# 124337

Profile Verification

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

Identity

Steven John Cupchak · PLYMOUTH, MI

Registration

CRD #2215891 · IPEX, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

IPEX, INC.

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at IPEX, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2215891

Firm CRD# 124337

View on FINRA BrokerCheck →

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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.

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