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55IP

BOSTON, MA · CRD 286620 · IAPD ↗ · 617-960-9559

$36.74BRegulatory AUM
85Advisory reps
86Employees
43Clients
n/aPlanning clients
0Private funds
53States
12Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — 55IP added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — 55IP reported RAUM up 32% ($27.92B -> $36.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2026 — 55IP grew from 75 to 85 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
71
April 2025 — 55IP reported RAUM up 60% ($17.48B -> $27.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — 55IP reported RAUM up 102% ($8.63B -> $17.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — 55IP grew from 53 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.