Ipsen Advisor is an investment advisor in Little Rock with $203.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873548370
SEC advisor number
801-123145
FINRA CRD number
318010
AUM ?
$203.53 mm
(as of 21 Apr 23)
Accounts
1,005
(as of 21 Apr 23)
Employees
4
(2 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 4:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ipsen, Amy, Elizabeth | Director of Operations and Chief Compliance Officer | 12/2022 | 50-75% |
Ipsen, Loren, Marshall | Chief Executive Officer and Financial Planner | 12/2022 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings