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IPEX, INC.
CRD 124337File 801-71851
APPROVED
Retail clients
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.65B
Top 25% of cohort (national)
Discretionary AUM
$1.58B
Non-discretionary $1.08B
Clients
44
54 accounts
Employees
3
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 23, 2010
- Principal office
- 156 WEST LIBERTY STREET, PLYMOUTH, MI, 48170-1315
- Phone
- 734-451-0777
- Website
- HTTP://WWW.IPEXUSA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.65B
- Discretionary AUM
- $1.58B
- Non-discretionary AUM
- $1.08B
- Discretionary accounts
- 36
- Non-discretionary accounts
- 18
- Total accounts
- 54
- AUM per client
- $60.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $533.8M |
| Charitable organizations | 22 | $2.06B |
| High net worth individuals | Fewer than 5 | $58.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.