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Marc Lewis Lipshy

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
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1301 SOLANA BLVD., WESTLAKE, TX 76262CRD# 7280018Firm CRD# 167984
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
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
No disclosures on file
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 in WESTLAKE
Louis Paletta — KILDARE PARTNERS US, LLCGinger Moore Quillen — KILDARE PARTNERS US, LLCJay Copeland Mclennan — KILDARE PARTNERS US, LLCPaul S Patel — KILDARE PARTNERS US, LLCEllis Short — KILDARE PARTNERS US, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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