IPIC, INC.

IPIC, INC. is an SEC-registered investment adviser (CRD 116426). Regulatory assets under management: $14.0M.

Registration

• CRD: 116426
• Type: Registered investment adviser
• Phone: 603-313-9914
• Latest filing: 2024-03-13
• Regulatory AUM: $14.0M
• Discretionary AUM: $8.4M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116426 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search