Willard
Lipe
Lipe & Dalton Investment Counsel
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About this Advisor
Willard Lipe is a financial advisor based in Syracuse, New York, working with Lipe & Dalton Investment Counsel. Willard has previously held positions at Niagara Mohawk Power Corp, HSBC Brokerage (USA) Inc, and Lipe & Dalton. Willard has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Willard is part of Lipe & Dalton Investment Counsel, which operates out of Syracuse, New York. The firm has 2 employees and manages assets totaling $654 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Lipe & Dalton Investment Counsel includes asset-based fees.
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Lipe & Dalton Investment Counsel Brokerage Details
$653,951,923
2
357
$1,831,798
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Willard Lipe Work History
Lipe & Dalton
Hsbc Brokerage (Usa) Inc
Niagara Mohawk Power Corp
Disclosures
Please visit the SEC profile of Willard Lipe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lipe & Dalton Investment Counsel
Syracuse, NY
Syracuse, NY
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