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Arthur David Lipson

WESTERN INVESTMENT LLC·MIDVALE, Utah
Unclaimed Profile
7050 S UNION PARK CENTER, MIDVALE, UT 84047CRD# 310587Firm CRD# 161586
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
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
No disclosures on file
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
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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