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IP FINANCIAL ADVISORY SERVICES LLC

CHARLOTTE, NC · CRD 305772 · IAPD ↗ · ipfinancialservicesllc.com · 980-326-3335

$481.4MRegulatory AUM
112Advisory reps
112Employees
0Clients
11-25Planning clients
0Private funds
48States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — IP FINANCIAL ADVISORY SERVICES LLC reported RAUM up 54% ($297.0M -> $456.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2025 — IP FINANCIAL ADVISORY SERVICES LLC grew from 92 to 112 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.