LIPPER ADVISORY SERVICES INC
A84
CRD 107283·SEC 801-39851
AUM
$155.8M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$467K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $102.4M
'21 · $110.8M
'22 · $122.7M
'23 · $151.3M
'25 · $143.0M
'26 · $155.8M
'20'26
$102.4M → $155.8M▲ +52%
Client mix
| Individuals Other | 11 |
| Corporations | 4 |
| Individuals High Net Worth | 3 |
| Pooled Investment Vehicles | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.