IPI WEALTH MANAGEMENT, INC. - Financial Advisor in Illinois, Decatur

Tel: 217-425-6340 226 W. Eldorado Decatur, Illinois 62522

About IPI WEALTH MANAGEMENT, INC.

IPI WEALTH MANAGEMENT, INC. is a Decatur, Illinois based financial advisory firm with nearly $2,147,470,454 in assets under management and provides investment advisory services for 10573 clients. There are currently 78 financial advisors at the firm.

General Information

Firm CRD#:

111872

Firm SEC#:

801-56878

Assets Under Management:

$2,147,470,454

No. of Clients:

10573

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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