Institutional
    SEC Registered

    Ipex, Inc.

    Registered investment advisor · Plymouth, Michigan · CRD #124337

    Assets Under Management
    $2.2B
    Client Accounts
    51
    Employees
    3
    CRD Number
    124337
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ipex, Inc.

    IPEX, Inc., founded in 1995, is a pure investment consulting firm focused solely on providing independent and objective investment advice without engaging in banking, brokerage, or money management. It emphasizes strict adherence to a code of ethics to maintain its objectivity.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Ipex, Inc.'s AUM?

    Ipex, Inc. reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ipex, Inc. headquartered?

    Ipex, Inc. is headquartered in Plymouth, Michigan.

    What is Ipex, Inc.'s CRD number?

    Ipex, Inc.'s CRD number is 124337. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ipex, Inc. manage?

    Ipex, Inc. manages approximately 51 client accounts according to its latest SEC filing.

    Is Ipex, Inc. SEC registered?

    Yes, Ipex, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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