This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 12-14-2018
- Office Locations
- 1
Office Locations
About PIP Capital & Consulting, LLC
Pip Capital & Consulting is a boutique Florida-registered RIA led by founder Philippe Khouri, MBA. The firm provides personalized investment planning, investment management, and financial advice, with an active approach geared to growth and wealth accumulation. A differentiator for distribution teams: Khouri brings 15+ years of casino and hospitality leadership experience, and the firm also offers casino & hospitality consulting; client accounts are supported via Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILIPPE GEORGES KHOURI
Managing Member, Principal Member
- CRD
- #4226774
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,071,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,071,730 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $30,071,730
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $492,053,749 | 27.4% |
| Cash | $1,303,762,852 | 72.6% |
| Total | $1,795,816,601 | 100.0% |