IPEX, INC. of PLYMOUTH, MI is an SEC-registered investment adviser (CRD 124337). Regulatory assets under management: $2.7B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Shale Philip Lapping | PRESIDENT | — |
| Steven John Cupchak | VICE PRESIDENT | — |
| Neha K Patel | CHIEF COMPLIANCE OFFICER | — |
| LAPPING SHALE PHILIP | PRESIDENT | — |
| CUPCHAK STEVEN JOHN | VICE PRESIDENT | — |
| SERAFINO KATHLEEN MARIE | VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| PATEL AMITA K | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT - CHIEF COMPLIANCE OFFICER; VICE PRESIDENT - OPERATIONS | — |
| PATEL SANDEEP A | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| PATEL NEHA AMAR | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |