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Brady Thomas Lipp

AKROS CAPITAL, LLC·KATONAH, New York
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean recordAKROS CAPITAL, LLC
16 CATHERINE PLACE, KATONAH, NY 10536CRD# 1359835Firm CRD# 132832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brady Thomas Lipp · KATONAH, NY
Registration
CRD #1359835 · AKROS CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AKROS CAPITAL, LLC
CRD 132832 · SEC 801-64636
AUM
$8M
Regulatory assets under management
Employees
2
3 client accounts
Services offered by AKROS CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at AKROS CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Brady Thomas Lipp offer?
Brady Thomas Lipp specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in KATONAH, New York for a consultation.
What are Brady Thomas Lipp's credentials?
Brady Thomas Lipp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brady Thomas Lipp located?
Brady Thomas Lipp is based in KATONAH, New York, working with AKROS CAPITAL, LLC. Their office serves clients in the KATONAH metropolitan area and surrounding communities.
How does Brady Thomas Lipp charge for services?
Brady Thomas Lipp's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AKROS CAPITAL, LLC?
AKROS CAPITAL, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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