Unclaimed Profile

Brady Thomas Lipp

AKROS CAPITAL, LLC·KATONAH, New York

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Brady Thomas Lipp is a registered financial advisor based in KATONAH, New York, affiliated with AKROS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AKROS CAPITAL, LLC

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AKROS CAPITAL, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1359835

Firm CRD# 132832

View on FINRA BrokerCheck →

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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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