Lipe & Dalton Investment Counsel
Lipe & Dalton Investment Counsel (CRD# 132737) is a financial advisory firm headquartered in Syracuse, NY. They manage $653,951,923 in 357 accounts and serve the financial needs of clients across 18 states (or territories).
Current Firm Details
Lipe & Dalton Investment Counsel
By the Numbers
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Total Assets Under Management654MILLION
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Total Number of Accounts357ACCOUNTS
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Average Account Value$1,831,798
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, DE, FL, GA, IN, MA, NC, NH, NJ, NM, NV, NY, OH, PA, TN, TX, VT, WA
Financial Advisors at Lipe & Dalton Investment Counsel
1
Patrick Dalton (CRD# 2649397) is an Investment Advisor Representative working at Lipe & Dalton Investment Counsel in Syracuse, NY and has 1 year of experience in the finance industry.
2
Willard Lipe (CRD# 2997351) is an Investment Advisor Representative working at Lipe & Dalton Investment Counsel in Syracuse, NY and has over 26 years of experience in the finance industry.
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