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LIPE & DALTON,INC.
LIPE & DALTON,INC.
LIPE & DALTON INVESTMENT COUNSEL
SYRACUSE, New York
·
2 registered advisors
·
CRD# 132737
SEC# 801-66472
0
315-428-8585
01
Firm Overview
AUM
$654M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LIPE & DALTON,INC.
2 registered advisors
Patrick Dalton
SYRACUSE, New York
CRD# 2649397
Willard Charles Lipe
SYRACUSE, New York
CRD# 2997351
05
Office Locations
SYRACUSE, New York
2 advisors
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Data sourced from SEC Form ADV filings. LIPE & DALTON,INC. (CRD# 132737) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.