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Firms

Ipic, Inc.

Location not listed

1 advisor$14 million managed

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
1 advisor · Ipic
Ipic
33yrs
Jeffrey Rubin
Financial advisor
85 Washington St.
Keene, NH 03431
Top 10% by experience in New Hampshire
CFP®
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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.