Ipsen Advisor Group
Ipsen Advisor Group is an SEC-registered mass-market adviser in Little Rock, AR with $236.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Ipsen Advisor Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318010, SEC 801-123145, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $236.1M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Little Rock, AR
- Employees
- 5
- Clients
- 337
- CRD
- 318010
- Ownership
- IPSEN, AMY, ELIZABETH; IPSEN, LOREN, MARSHALL; MERRIWEATHER, JAMES, NICHOLAS
How much AUM does Ipsen Advisor Group have?
Ipsen Advisor Group reported $236.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Ipsen Advisor Group?
Disclosed owners and executives of Ipsen Advisor Group include IPSEN, AMY, ELIZABETH, IPSEN, LOREN, MARSHALL, MERRIWEATHER, JAMES, NICHOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.