Lipe & Dalton is an investment advisor in Syracuse with $656.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201558162
SEC advisor number
801-66472
FINRA CRD number
132737
AUM ?
$656.53 mm
(as of 9 Feb 22)
Accounts
354
(as of 9 Feb 22)
Employees
2
(2 investment advisory or research)
Address
Lipe & Dalton
103 EAST WATER STREET
SUITE 305
SYRACUSE
NY 13202
103 EAST WATER STREET
SUITE 305
SYRACUSE
NY 13202
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
315 428-8585
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lipe, Willard, Charles | Chief Executive Officer/chief Compliance Officer | 08/2004 | 50-75% |
Dalton, Patrick | President | 08/2004 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21