$14.0M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex valueQuantum +more
- Established Date
- 08-01-1995
- Office Locations
- 1
Office Locations
85 Washington St. Keene NH
About Ipic, Inc.
IPIC, Inc. is a Keene, NH registered investment adviser providing financial planning, retirement plan, and insurance-related advice to retail and institutional clients. Portfolios skew to equities—primarily via ETFs—with additional equity holdings and cash, and may use mutual funds and real estate exposure. Custody includes Charles Schwab; boutique, single-advisor practice.
Team overview
69 AVG AGE
$14.0M AVG AUM / ADVISOR
$186.8K AVG AUM / CLIENT
31 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Meridian
Custodian
Radial Zenith pioneer Quantum Pioneer
Fund Managers
Horizon oak
Investment Vehicles
Quantum focus
Services
Pathway Glacier Frontier
Technology
Unison Ridge vector Zenith beacon
Owner & Executives
JEFFREY DAVID RUBIN
DIRECTOR, President
- CRD
- #1440707
- Ownership
- 75% or more
(202) 536-4780
fusion.oak@foundationcapital.com
in linkedin.com/in/unison-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,444,000 | -- |
| Non-Discretionary | $5,565,500 | -- |
| Total | $14,009,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,009,500
Equity - Exchange:
17.0% Equity - OTC:
43.7% Cash:
39.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,327,464,536 | 17.0% |
| Equity - OTC | $3,412,364,718 | 43.7% |
| Cash | $3,068,785,662 | 39.3% |
| Total | $7,808,614,916 | 100.0% |