S
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-1999
- Office Locations
- 1
Office Locations
-- NEW York NY
About Stephen A. Dipisa Registered Investment Advisor
Stephen A. Dipisa Registered Investment Advisor is a NEW York-based RIA. The firm has been operating for 26 years. Managing $13.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$13.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
S
STEPHEN ALAN DIPISA
--
- CRD
- #839294
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,035,503 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,035,503 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing