About the firm
A registered investment advisory firm. It manages about $14 million for roughly 70 individual clients. Services include investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$120,629
Assets under management ?$14 million
Individual clients70
Median years of experience33
FoundedNot stated
Services
Investment management for individuals and small businessesRetirement plan consulting
Advisors at Ipic
1Advisors
33Median years of experience
1States with offices
–Offices
Also known as
About Ipic
How do I contact Ipic?
Call the main office at (603) 313-9914. The main office is at , .
How is Ipic paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Ipic offer?
Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Ipic?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.