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55ip

EST. AUM
$36,740,224,268

CONTACTS
2

CLIENT ACCOUNTS
88,930

Firm Details

Metro area Boston
CRD Number 286620
Website 55-ip.com
Client types

Overview

55ip, acquired by J.P. Morgan Asset Management in 2020, offers technology-driven investment solutions optimized for tax efficiency and portfolio construction, primarily serving high-net-worth clients. These solutions empower 55ip's partner organizations, mainly Registered Investment Advisors and Wealth Managers, to attract and effectively manage client portfolios. By prioritizing innovation and client value, 55ip is transforming the investment management industry.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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