Lipper Advisory Services Inc
Lipper Advisory Services Inc is an SEC-registered wealth manager with $155.8M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Lipper Advisory Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107283, SEC 801-39851, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $155.8M (2026-03-20)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 20
- CRD
- 107283
- Ownership
- OSTER, MAUREEN, BUSBY; LIPPER, A, MICHAEL; LIPPER, RUTH, CLARE; BRAUN, WILLIAM, H.; BRAUN, WILLIAM, HUGH
How much AUM does Lipper Advisory Services Inc have?
Lipper Advisory Services Inc reported $155.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Lipper Advisory Services Inc?
Disclosed owners and executives of Lipper Advisory Services Inc include OSTER, MAUREEN, BUSBY, LIPPER, A, MICHAEL, LIPPER, RUTH, CLARE, BRAUN, WILLIAM, H., BRAUN, WILLIAM, HUGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.