Wealth Manager
    SEC Registered
    Manages Private Funds

    Ipsen Advisor Group

    Registered investment advisor · Little Rock, Arkansas · CRD #318010

    Assets Under Management
    $236M
    Client Accounts
    1,003
    Employees
    5
    CRD Number
    318010
    Registration
    SEC Registered
    Custodian
    Fidelity Investments

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

    About Ipsen Advisor Group

    Ipsen Advisor Group is a SEC-registered investment advisory firm headquartered in Little Rock, Arkansas, managing approximately $236M in regulatory assets across 1,003 client accounts. The firm's full regulatory record is filed with the SEC under CRD #318010.

    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 Ipsen Advisor Group's AUM?

    Ipsen Advisor Group reports approximately $236M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ipsen Advisor Group headquartered?

    Ipsen Advisor Group is headquartered in Little Rock, Arkansas.

    What is Ipsen Advisor Group's CRD number?

    Ipsen Advisor Group's CRD number is 318010. 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 Ipsen Advisor Group manage?

    Ipsen Advisor Group manages approximately 1,003 client accounts according to its latest SEC filing.

    Is Ipsen Advisor Group SEC registered?

    Yes, Ipsen Advisor Group is registered with the SEC as an investment adviser with an approved registration status.

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