IPI Wealth Management

EST. AUM
$2,248,994,441

CONTACTS
37

CLIENT ACCOUNTS
10,743

Firm Details

Metro area Chicago
CRD Number 111872
Website investment-planners.com
Client types

Overview

IPI based in Decatur, IL builds mutual fund model portfolios for retirement plans and has multiple services for their private clients. The five models are: Income, Conservative, Moderate, Growth, and Aggressive. IPI also uses Envestnet to construct and manage their IPI Intelligent Solutions Program, which are mainly offered to individuals.Overall, the home office and the underlying advisors are disaggregated. The home office is responsible for completing selling agreements to make funds available for the advisors. The strategy for a marketer should be to contact each advisor.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

IPI Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

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