CRD: 145010
Hayden Lipp Registered Investment Advisor
$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2007
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Hayden Lipp Registered Investment Advisor
Hayden Lipp Financial Services, LLC is an independent, fiduciary RIA serving individuals and families in Florida and Tennessee. The firm provides holistic financial planning and guidance across retirement, college savings, budgeting, and insurance, with tailored wealth strategies. Portfolios may include ETFs, mutual funds, and fixed income, and the practice is not tied to any product supplier or wirehouse.
Team overview
82 AVG AGE
$15.0M AVG AUM / ADVISOR
$625.0K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
HAYDEN IVAN LIPP
Managing Partner
- CRD
- #1242679
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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