Ipex, Inc.

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $2.7B regulatory AUM

Ipex, Inc. is an investment adviser that files Form ADV with the SEC in Plymouth, MI, with 3 registered advisors, reporting $2.7B in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-06-17 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$2.7BHighTop 18%
  • Clients per advisor14.667LowTop 86%
  • Average AUM per client$60.3MModerateTop 29%
  • High-net-worth share of clients6.8%LowTop 57%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-06-17. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2010-09-23
SEC file number
801-71851
Form version
10/2021
Latest Form ADV filing
2026-06-17
Address
156 West Liberty Street, Plymouth, MI 48170-1315, United States
Phone
734-451-0777
Website
http://www.ipexusa.com

Size

People and clients

Items 5.A through 5.D.

Employees
3
Registered advisors
3
Offices
1
Clients
44
Clients per advisor
14.667
High-net-worth share of clients
6.8%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$2,654,083,361
Discretionary AUM
$1,575,142,224
Non-discretionary AUM
$1,078,941,137
Total accounts
54
Average AUM per client
$60,320,076

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Charitable organizations22 clients
    $2.1B
  • Corporations or other businesses19 clients
    $533.8M
  • High net worth individuals3 clients
    $58M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients; Pension Consulting Services; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)

Source: SEC Form ADV filed by CRD 124337. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
156 West Liberty StreetPlymouthMI3

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.