RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
CUPCHAK, STEVEN, JOHNIVICE PRESIDENTNA Control
PATEL, NEHA, A.IVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, AMARIVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, AMARIVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, AMARIVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, AMARIVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, KICHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, K.IVICE PRESIDENT - OPERATIONSNA Control
PATEL, NEHA, K.IVICE PRESIDENT - OPERATIONSNA Control
PATEL, NEHA, K.IVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, K.IVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
PATEL, NEHA, K.IVICE PRESIDENT - CHIEF COMPLIANCE OFFICERNA Control
SERAFINO, KATHLEEN, MARIEIVICE PRESIDENT; CHIEF COMPLIANCE OFFICERNA Control
SERAFINO, KATHLEEN, MARIEIVICE PRESIDENT; CHIEF COMPLIANCE OFFICERNA Control
SERAFINO, KATHLEEN, MARIEIVICE PRESIDENT; CHIEF COMPLIANCE OFFICERNA Control
SERAFINO, KATHLEEN, MARIEIVICE PRESIDENT; CHIEF COMPLIANCE OFFICERNA Control
SERAFINO, KATHLEEN, MARIEIVICE PRESIDENT; CHIEF COMPLIANCE OFFICERNA Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control
LAPPING, SHALE, PHILIPIPRESIDENTE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (4)

IL MI MN NY

Address

156 WEST LIBERTY STREET
PLYMOUTH, MI 48170-1315
United States
Phone: 734-451-0777