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Marc Lewis Lipshy

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
Clean recordKILDARE PARTNERS US, LLC
1301 SOLANA BLVD., WESTLAKE, TX 76262CRD# 7280018Firm CRD# 167984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Lewis Lipshy · WESTLAKE, TX
Registration
CRD #7280018 · KILDARE PARTNERS US, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Lewis Lipshy is a registered financial advisor based in WESTLAKE, Texas, affiliated with KILDARE PARTNERS US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KILDARE PARTNERS US, LLC
KILDARE PARTNERS US, LLC
AUM
$1.9B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at KILDARE PARTNERS US, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.
Regulatory
SEC/IARD CRD# 7280018
Firm CRD# 167984
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Lewis Lipshy offer?
Marc Lewis Lipshy specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.
What are Marc Lewis Lipshy's credentials?
Marc Lewis Lipshy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Lewis Lipshy located?
Marc Lewis Lipshy is based in WESTLAKE, Texas, working with KILDARE PARTNERS US, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Marc Lewis Lipshy charge for services?
Marc Lewis Lipshy's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILDARE PARTNERS US, LLC?
KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KILDARE PARTNERS US, LLC

Dennis John Collins
WESTLAKE, TX
Graham Brenton Ross Collis
WESTLAKE, TX
Alec Ross Anderson
WESTLAKE, TX
Ellis Short
WESTLAKE, TX
Emer Mary Finnan
WESTLAKE, TX
Ginger Moore Quillen
WESTLAKE, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
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Research
Advisor Fees in TexasNational Fee Analysis
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