LIPE & DALTON,INC. of SYRACUSE, NY is an SEC-registered investment adviser (CRD 132737). Regulatory assets under management: $779.9M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Willard Charles Lipe | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Patrick Dalton | PRESIDENT | Syracuse, NY |
| LIPE WILLARD CHARLES | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| DALTON PATRICK | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |