IPEX, INC.

PLYMOUTH, Michigan·4 registered advisors·CRD# 124337
SEC# 801-718510734-451-0777
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at IPEX, INC.

4 registered advisors
Kathleen Marie Serafino
PLYMOUTH, Michigan
Neha K Patel
PLYMOUTH, Michigan
Shale Philip Lapping
PLYMOUTH, Michigan
Steven John Cupchak
PLYMOUTH, Michigan
05

Office Locations

PLYMOUTH, Michigan
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. IPEX, INC. (CRD# 124337) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.