IPEX, INC.
CRD #124337 SEC #801-71851 PLYMOUTH, MI 734-451-0777
SEC Registered
Total AUM
$2.2B
Discretionary
$1.4B
Employees
3
Clients
0
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $1.4B | $874.1M | 3 | 0 |
| Mar 2024 | $2B | $1.2B | $833.6M | 3 | 0 |
| Mar 2023 | $1.8B | $1.1B | $745.6M | 5 | 0 |
| Mar 2022 | $2.2B | $1.3B | $905.1M | 5 | 0 |
| Dec 2021 | $1.9B | $784.3M | $1.2B | 5 | 0 |
| Mar 2021 | $1.9B | $784.3M | $1.2B | 5 | 0 |
| Jun 2020 | $1.8B | $691.3M | $1.1B | 5 | 0 |
| Mar 2020 | $1.8B | $691.3M | $1.1B | 5 | 0 |
| Mar 2019 | $1.5B | $538.5M | $931.6M | 5 | 0 |
| Apr 2018 | $1.5B | $433.5M | $1.1B | 5 | 47 |
| Mar 2017 | $1.4B | $234M | $1.1B | 5 | 26 |
| Jun 2016 | $1.3B | $217M | $1.1B | 5 | 26 |
| Mar 2016 | $1.3B | $217M | $1.1B | 5 | 26 |
| Mar 2015 | $1.3B | $209.6M | $1.1B | 5 | 26 |
| Jul 2014 | $195.5M | $195.5M | $0 | 5 | 26 |
| Jun 2014 | $195.5M | $195.5M | $0 | 5 | 26 |
| Mar 2014 | $195.5M | $195.5M | $0 | 5 | 26 |
| Mar 2013 | $134.7M | $134.7M | $0 | 5 | 26 |
| Feb 2012 | $105.6M | $105.6M | $0 | 1 | 26 |
| Sep 2010 | $32M | $32M | $0 | 5 | -- |
DateMar 2025
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$874.1M
Employees3
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.2B
Non-Disc.$833.6M
Employees3
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$745.6M
Employees5
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$1.3B
Non-Disc.$905.1M
Employees5
Clients0
DateDec 2021
Total AUM$1.9B
Discretionary$784.3M
Non-Disc.$1.2B
Employees5
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$784.3M
Non-Disc.$1.2B
Employees5
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$691.3M
Non-Disc.$1.1B
Employees5
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$691.3M
Non-Disc.$1.1B
Employees5
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$538.5M
Non-Disc.$931.6M
Employees5
Clients0
DateApr 2018
Total AUM$1.5B
Discretionary$433.5M
Non-Disc.$1.1B
Employees5
Clients47
DateMar 2017
Total AUM$1.4B
Discretionary$234M
Non-Disc.$1.1B
Employees5
Clients26
DateJun 2016
Total AUM$1.3B
Discretionary$217M
Non-Disc.$1.1B
Employees5
Clients26
DateMar 2016
Total AUM$1.3B
Discretionary$217M
Non-Disc.$1.1B
Employees5
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$209.6M
Non-Disc.$1.1B
Employees5
Clients26
DateJul 2014
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees5
Clients26
DateJun 2014
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2012
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees1
Clients26
DateSep 2010
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--