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Brady Thomas Lipp

AKROS CAPITAL, LLC·KATONAH, New York
Unclaimed Profile
16 CATHERINE PLACE, KATONAH, NY 10536CRD# 1359835Firm CRD# 132832
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AKROS CAPITAL, LLC
AKROS CAPITAL, LLC
AUM
$8M
Regulatory assets under management
Employees
2
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1359835
Firm CRD# 132832
No disclosures on file
View on FINRA BrokerCheck →

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05

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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