Mary & Pip

EST. AUM
$2,214

CONTACTS
1

CLIENT ACCOUNTS
7

Firm Details

Metro area New York City
CRD Number 338656
Website maryandpip.com
Client types

Overview

Mary & Pip Investments, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Mary & Pip Co., a parent company that does not itself provide advisory services. The firm qualifies for SEC registration under the Internet Adviser Exemption, meaning all investment-advisory services are delivered exclusively through a digital, algorithm-driven platform rather than through phone, in-person, or email consultations. The firm provides discretionary portfolio management through an interactive app that uses proprietary algorithms to generate investment recommendations based on each client’s risk profile, goals, and preferences.

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

Mary & Pip

Platform Details

Investment Preferences

Alternative Activity

Address

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