CRD: 305772

IP Financial Advisory Services LLC

Charlotte, NC, 28210

(980) 326-3335

ipfinancialservicesllc.com

$481.4M Total AUM

$258.5M Disc. AUM

21.3% 3Y CAGR

112 Employees

2,001 ADV. Clients

6 yrs Firm Age

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Firm Details

Custodian: --
Clients: Retail
Platforms: --
Established Date: 09-01-2019
Office Locations: 117

Office Locations

10399 Bouble R Boulevard STE: 106 Reno NV

1100 Summit Drive Greensburg PA

13405 Folsom Blvd., Suite 400 Folsom CA

About IP Financial Advisory Services LLC

IP Financial Advisory Services LLC is a Charlotte-based RIA with 117 offices. The firm has been operating for 6 years. Managing $481.4M in total assets under management, with 112 advisory representatives.

Team overview

54 AVG AGE

$4.3M AVG AUM / ADVISOR

$240.6K AVG AUM / CLIENT

3.5 yrs AVG TENURE

112 Employees

112 Advisory Reps

112 RIA Reps

6yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Owner & Executives

Lei Jiao

Account Manager, Chief Compliance Officer, Financial Analyst, Finop

CRD: #6407162
Ownership: Less than 5%

Available

Kelly Ann King

Financial Consultant, President

CRD: --
Ownership: Less than 5%

Available

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Contacts

Thomas John Adolph

CRD: #4005957

Available

RODNEY WILLIAM AMICONE

CRD: #5554298

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

11-09-2022

12-04-2023

12-19-2024

12-17-2025

06-30-2026

Category	Assets	AVG. Account size
Discretionary	$258,534,536	$210,876
Non-Discretionary	$222,862,917	$152,646
Total	$481,397,453	$179,225

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

Available

Other:

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Cash:

Available

U.S. Government/Agency:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Other	Available	Available
Cash	Available	Available
U.S. Government/Agency	Available	Available
Total	Available	Available

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IP Financial Advisory Services LLC

Firm Details

Office Locations

About IP Financial Advisory Services LLC

Team overview

Insights

Asset Classes

Client Personas

Custodian

Investment Themes

Investment Vehicles

Platform

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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