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Arthur David Lipson

WESTERN INVESTMENT LLC·MIDVALE, Utah
Clean recordWESTERN INVESTMENT LLC
7050 S UNION PARK CENTER, MIDVALE, UT 84047CRD# 310587Firm CRD# 161586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur David Lipson · MIDVALE, UT
Registration
CRD #310587 · WESTERN INVESTMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Arthur David Lipson is a registered financial advisor based in MIDVALE, Utah, affiliated with WESTERN INVESTMENT 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
WESTERN INVESTMENT LLC
WESTERN INVESTMENT LLC
AUM
$112M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WESTERN INVESTMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 310587
Firm CRD# 161586
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Arthur David Lipson offer?
Arthur David Lipson specializes in Retirement Planning. Contact their office in MIDVALE, Utah for a consultation.
What are Arthur David Lipson's credentials?
Arthur David Lipson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur David Lipson located?
Arthur David Lipson is based in MIDVALE, Utah, working with WESTERN INVESTMENT LLC. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Arthur David Lipson charge for services?
Arthur David Lipson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTERN INVESTMENT LLC?
WESTERN INVESTMENT LLC has approximately 3 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
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City Guides
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Research
Advisor Fees in UtahNational Fee Analysis
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