# LIPPER ADVISORY SERVICES INC

LIPPER ADVISORY SERVICES INC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 107283
- Type: SEC-registered investment adviser
- SEC file number: 801-39851
- Location: 100 EAST WISCONSIN AVE., STE. 2400, MILWAUKEE, WI, 53202
- Phone: (908) 273-2454
- Latest filing: 2026-03-20
- Regulatory AUM: $155.8M
- Discretionary AUM: $155.8M
- Clients: 3
- Accounts: 24

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| A Michael Lipper | PRESIDENT/SOLE DIRECTOR | — |
| Hylton Hudson Phillips-Page | VICE PRESIDENT | — |
| Zachary Max Kaplan | CHIEF COMPLIANCE OFFICER | — |
| BRAUN WILLIAM HUGH | CHIEF COMPLIANCE OFFICER | — |
| OSTER MAUREEN BUSBY | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; VICE PRESIDENT; VICE PRESIDENT, COMPLIANCE OFFICER | — |
| LIPPER A MICHAEL | PRESIDENT/SOLE DIRECTOR | — |
| BRAUN WILLIAM H | CHIEF COMPLIANCE OFFICER | — |
| LIPPER RUTH CLARE | SECRETARY/TREASURER | — |
| WALSH SEANPATRICK | SENIOR OPERATIONS ANALYST - CCO | — |
| WALSH SEAN | CHIEF COMPLIANCE OFFICER; SENIOR OPERATIONS ANALYST - CCO | — |
| CHURCH DANIEL PETER | CHIEF COMPLIANCE OFFICER | — |
| PHILLIPS-PAGE HYLTON HUDSON | VICE PRESIDENT | — |
| Evancho Joseph Robert | CHIEF COMPLIANCE OFFICER | — |
| Kaplan Zachary Max | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107283/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107283/similar
- Related entities: https://search.stillhousedata.com/firm/107283/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107283

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.