IP FINANCIAL ADVISORY SERVICES LLC

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Availability / M&A ★

Already-acquired = skip; deal comps

Web presence ★

Stale website = winding down

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

SEC EDGAR

Compliance & brand

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.