LIPPER ADVISORY SERVICES INC

LIPPER ADVISORY SERVICES INC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 107283). Regulatory assets under management: $155.8M.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos.

Officers, owners & control persons (14)

NameRoleLocation
A Michael LipperPRESIDENT/SOLE DIRECTOR
Hylton Hudson Phillips-PageVICE PRESIDENT
Zachary Max KaplanCHIEF COMPLIANCE OFFICER
BRAUN WILLIAM HUGHCHIEF COMPLIANCE OFFICER
OSTER MAUREEN BUSBYCHIEF COMPLIANCE OFFICER, VICE PRESIDENT; VICE PRESIDENT; VICE PRESIDENT, COMPLIANCE OFFICER
LIPPER A MICHAELPRESIDENT/SOLE DIRECTOR
BRAUN WILLIAM HCHIEF COMPLIANCE OFFICER
LIPPER RUTH CLARESECRETARY/TREASURER
WALSH SEANPATRICKSENIOR OPERATIONS ANALYST - CCO
WALSH SEANCHIEF COMPLIANCE OFFICER; SENIOR OPERATIONS ANALYST - CCO
CHURCH DANIEL PETERCHIEF COMPLIANCE OFFICER
PHILLIPS-PAGE HYLTON HUDSONVICE PRESIDENT
Evancho Joseph RobertCHIEF COMPLIANCE OFFICER
Kaplan Zachary MaxCHIEF COMPLIANCE OFFICER

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