Ipex, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plymouth, MI. Its latest Form ADV filing, dated April 15, 2026, reports $2.7B in regulatory assets under management, 3 employees, and 54 accounts.
Assets Under Management
$2.7B
Employees
3
Offices
--
Total Clients
44
Primary office
PLYMOUTH, MI
156 WEST LIBERTY STREET, PLYMOUTH, MI, United States
Top client segmentCharitable represent 50.0% of total clients.
Top client categories% of clientsClients
1
Charitable
50.0%
22
2
Corporations
43.2%
19
3
HNWI
6.8%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of April 15, 2026
Discretionary59.3%
$1.6B
59% of total RAUM59.3%
Non-discretionary40.7%
$1.1B
41% of total RAUM40.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts54
10Y AUM Change+$1.3B (+91.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee15:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.