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LIPPER ADVISORY SERVICES INC

Advisory

N·

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$156M
1-Year AUM Growth
0.0%
3-Year CAGR
+1.5%
Employees
2
Assets Under Management
Total AUM$156M
Discretionary AUM$156M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingFeb 23, 2001
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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