KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
Legal name: IPI WEALTH MANAGEMENT, INC.
CRD #111872 SEC #801-56878 DECATUR, IL 217-425-6340
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
73
Clients
26
Accounts
10,743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.2B | $2.1B | $112.5M | 73 | 34 |
| Mar 2025 | $2.2B | $2.1B | $112.5M | 73 | 34 |
| Apr 2024 | $2.1B | $2B | $191.9M | 78 | 36 |
| Mar 2024 | $2.1B | $2B | $191.9M | 78 | 36 |
| Mar 2024 | $2.1B | $2B | $191.9M | 78 | 36 |
| Jan 2024 | $1.8B | $1.6B | $148M | 81 | 15 |
| Jul 2023 | $1.8B | $1.6B | $148M | 81 | 15 |
| Mar 2023 | $1.8B | $1.6B | $148M | 81 | 15 |
| Nov 2022 | $1.9B | $1.7B | $174.7M | 82 | 17 |
| Mar 2022 | $1.9B | $1.7B | $174.7M | 82 | 17 |
| Mar 2021 | $1.2B | $979.9M | $229.9M | 78 | 33 |
| Feb 2021 | $1.1B | $827M | $248M | 74 | 33 |
| Jul 2020 | $1.1B | $827M | $248M | 74 | 33 |
| Jun 2020 | $1.1B | $827M | $248M | 74 | 33 |
| May 2020 | $1.1B | $827M | $248M | 74 | 33 |
| Mar 2020 | $1.1B | $827M | $248M | 74 | 33 |
| Dec 2019 | $1.2B | $690.3M | $491.2M | 79 | 33 |
| Nov 2019 | $1.2B | $690.3M | $491.2M | 79 | 33 |
| Oct 2019 | $1.2B | $690.3M | $491.2M | 79 | 33 |
| Sep 2019 | $1.2B | $690.3M | $491.2M | 79 | 33 |
| Mar 2019 | $1.2B | $690.3M | $491.2M | 79 | 33 |
| Feb 2019 | $1.4B | $987.8M | $373.8M | 80 | 20 |
| Jan 2019 | $1.4B | $987.8M | $373.8M | 80 | 20 |
| Nov 2018 | $1.4B | $987.8M | $373.8M | 80 | 20 |
| Mar 2018 | $1.4B | $987.8M | $373.8M | 80 | 20 |
| Jun 2017 | $1.1B | $908.7M | $193.3M | 84 | 6,000 |
| Mar 2017 | $1.1B | $908.7M | $193.3M | 84 | 6,000 |
| Nov 2016 | $994.6M | $621.6M | $373M | 12 | 4,900 |
| Sep 2016 | $994.6M | $621.6M | $373M | 12 | 4,900 |
| May 2016 | $994.6M | $621.6M | $373M | 12 | 4,900 |
| Mar 2016 | $994.6M | $621.6M | $373M | 12 | 4,900 |
| Jan 2016 | $1.3B | $825.6M | $486.1M | 12 | 5,300 |
| Jul 2015 | $1.3B | $825.6M | $486.1M | 12 | 5,300 |
| Mar 2015 | $1.3B | $825.6M | $486.1M | 12 | 5,300 |
| May 2014 | $1.3B | $1B | $295.2M | 12 | 5,100 |
| Mar 2014 | $1.3B | $1B | $295.2M | 12 | 5,100 |
| Jan 2014 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Dec 2013 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Nov 2013 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Sep 2013 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Jun 2013 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Apr 2013 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Apr 2013 | $1B | $803.7M | $200.9M | 12 | 1,500 |
| Dec 2012 | $628.4M | $414.8M | $213.7M | 12 | 500 |
| Nov 2012 | $628.4M | $414.8M | $213.7M | 12 | 500 |
| Sep 2012 | $628.4M | $414.8M | $213.7M | 11 | 500 |
| Feb 2012 | $628.4M | $414.8M | $213.7M | 11 | 500 |
| May 2011 | $593.3M | $391.6M | $201.7M | -- | -- |
| Apr 2011 | $593.3M | $391.6M | $201.7M | -- | -- |
| Feb 2011 | $593.3M | $391.6M | $201.7M | -- | -- |
| Dec 2010 | $523.9M | $345.7M | $178.1M | -- | -- |
| Aug 2010 | $523.9M | $345.7M | $178.1M | -- | -- |
| May 2009 | $396M | $262.1M | $133.9M | -- | -- |
| Mar 2009 | $396M | $262.1M | $133.9M | -- | -- |
| Dec 2007 | $428.4M | $73.9M | $354.5M | 5 | -- |
| May 2007 | $95.9M | $15.2M | $80.7M | 5 | -- |
| Dec 2006 | $95.9M | $15.2M | $80.7M | 5 | -- |
| Feb 2006 | $84M | $13.8M | $70.2M | 5 | -- |
| Jan 2006 | $84M | $13.8M | $70.2M | 5 | -- |
| Nov 2005 | $84M | $13.8M | $70.2M | 5 | -- |
| Sep 2005 | $84M | $13.8M | $70.2M | 5 | -- |
| Jan 2005 | $84M | $13.8M | $70.2M | 5 | -- |
| May 2004 | $84M | $13.8M | $70.2M | 5 | -- |
| May 2004 | $84M | $13.8M | $70.2M | 5 | -- |
| Apr 2004 | $84M | $13.8M | $70.2M | 5 | -- |
| Jan 2004 | $51.3M | $12.3M | $39M | 5 | -- |
| Oct 2003 | $51.3M | $12.3M | $39M | 5 | -- |
| Aug 2001 | $35.8M | $0 | $35.8M | 5 | -- |
DateJun 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$112.5M
Employees73
Clients34
DateMar 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$112.5M
Employees73
Clients34
DateApr 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$191.9M
Employees78
Clients36
DateMar 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$191.9M
Employees78
Clients36
DateMar 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$191.9M
Employees78
Clients36
DateJan 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$148M
Employees81
Clients15
DateJul 2023
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$148M
Employees81
Clients15
DateMar 2023
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$148M
Employees81
Clients15
DateNov 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$174.7M
Employees82
Clients17
DateMar 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$174.7M
Employees82
Clients17
DateMar 2021
Total AUM$1.2B
Discretionary$979.9M
Non-Disc.$229.9M
Employees78
Clients33
DateFeb 2021
Total AUM$1.1B
Discretionary$827M
Non-Disc.$248M
Employees74
Clients33
DateJul 2020
Total AUM$1.1B
Discretionary$827M
Non-Disc.$248M
Employees74
Clients33
DateJun 2020
Total AUM$1.1B
Discretionary$827M
Non-Disc.$248M
Employees74
Clients33
DateMay 2020
Total AUM$1.1B
Discretionary$827M
Non-Disc.$248M
Employees74
Clients33
DateMar 2020
Total AUM$1.1B
Discretionary$827M
Non-Disc.$248M
Employees74
Clients33
DateDec 2019
Total AUM$1.2B
Discretionary$690.3M
Non-Disc.$491.2M
Employees79
Clients33
DateNov 2019
Total AUM$1.2B
Discretionary$690.3M
Non-Disc.$491.2M
Employees79
Clients33
DateOct 2019
Total AUM$1.2B
Discretionary$690.3M
Non-Disc.$491.2M
Employees79
Clients33
DateSep 2019
Total AUM$1.2B
Discretionary$690.3M
Non-Disc.$491.2M
Employees79
Clients33
DateMar 2019
Total AUM$1.2B
Discretionary$690.3M
Non-Disc.$491.2M
Employees79
Clients33
DateFeb 2019
Total AUM$1.4B
Discretionary$987.8M
Non-Disc.$373.8M
Employees80
Clients20
DateJan 2019
Total AUM$1.4B
Discretionary$987.8M
Non-Disc.$373.8M
Employees80
Clients20
DateNov 2018
Total AUM$1.4B
Discretionary$987.8M
Non-Disc.$373.8M
Employees80
Clients20
DateMar 2018
Total AUM$1.4B
Discretionary$987.8M
Non-Disc.$373.8M
Employees80
Clients20
DateJun 2017
Total AUM$1.1B
Discretionary$908.7M
Non-Disc.$193.3M
Employees84
Clients6,000
DateMar 2017
Total AUM$1.1B
Discretionary$908.7M
Non-Disc.$193.3M
Employees84
Clients6,000
DateNov 2016
Total AUM$994.6M
Discretionary$621.6M
Non-Disc.$373M
Employees12
Clients4,900
DateSep 2016
Total AUM$994.6M
Discretionary$621.6M
Non-Disc.$373M
Employees12
Clients4,900
DateMay 2016
Total AUM$994.6M
Discretionary$621.6M
Non-Disc.$373M
Employees12
Clients4,900
DateMar 2016
Total AUM$994.6M
Discretionary$621.6M
Non-Disc.$373M
Employees12
Clients4,900
DateJan 2016
Total AUM$1.3B
Discretionary$825.6M
Non-Disc.$486.1M
Employees12
Clients5,300
DateJul 2015
Total AUM$1.3B
Discretionary$825.6M
Non-Disc.$486.1M
Employees12
Clients5,300
DateMar 2015
Total AUM$1.3B
Discretionary$825.6M
Non-Disc.$486.1M
Employees12
Clients5,300
DateMay 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$295.2M
Employees12
Clients5,100
DateMar 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$295.2M
Employees12
Clients5,100
DateJan 2014
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateDec 2013
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateNov 2013
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateSep 2013
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateJun 2013
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateApr 2013
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateApr 2013
Total AUM$1B
Discretionary$803.7M
Non-Disc.$200.9M
Employees12
Clients1,500
DateDec 2012
Total AUM$628.4M
Discretionary$414.8M
Non-Disc.$213.7M
Employees12
Clients500
DateNov 2012
Total AUM$628.4M
Discretionary$414.8M
Non-Disc.$213.7M
Employees12
Clients500
DateSep 2012
Total AUM$628.4M
Discretionary$414.8M
Non-Disc.$213.7M
Employees11
Clients500
DateFeb 2012
Total AUM$628.4M
Discretionary$414.8M
Non-Disc.$213.7M
Employees11
Clients500
DateMay 2011
Total AUM$593.3M
Discretionary$391.6M
Non-Disc.$201.7M
Employees--
Clients--
DateApr 2011
Total AUM$593.3M
Discretionary$391.6M
Non-Disc.$201.7M
Employees--
Clients--
DateFeb 2011
Total AUM$593.3M
Discretionary$391.6M
Non-Disc.$201.7M
Employees--
Clients--
DateDec 2010
Total AUM$523.9M
Discretionary$345.7M
Non-Disc.$178.1M
Employees--
Clients--
DateAug 2010
Total AUM$523.9M
Discretionary$345.7M
Non-Disc.$178.1M
Employees--
Clients--
DateMay 2009
Total AUM$396M
Discretionary$262.1M
Non-Disc.$133.9M
Employees--
Clients--
DateMar 2009
Total AUM$396M
Discretionary$262.1M
Non-Disc.$133.9M
Employees--
Clients--
DateDec 2007
Total AUM$428.4M
Discretionary$73.9M
Non-Disc.$354.5M
Employees5
Clients--
DateMay 2007
Total AUM$95.9M
Discretionary$15.2M
Non-Disc.$80.7M
Employees5
Clients--
DateDec 2006
Total AUM$95.9M
Discretionary$15.2M
Non-Disc.$80.7M
Employees5
Clients--
DateFeb 2006
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateJan 2006
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateNov 2005
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateSep 2005
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateJan 2005
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateMay 2004
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateMay 2004
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateApr 2004
Total AUM$84M
Discretionary$13.8M
Non-Disc.$70.2M
Employees5
Clients--
DateJan 2004
Total AUM$51.3M
Discretionary$12.3M
Non-Disc.$39M
Employees5
Clients--
DateOct 2003
Total AUM$51.3M
Discretionary$12.3M
Non-Disc.$39M
Employees5
Clients--
DateAug 2001
Total AUM$35.8M
Discretionary$0
Non-Disc.$35.8M
Employees5
Clients--