LIPE & DALTON,INC.
Legal name: LIPE & DALTON INVESTMENT COUNSEL
CRD #132737 SEC #801-66472 SYRACUSE, NY 315-428-8585
SEC Registered
Total AUM
$690.5M
Discretionary
$690.5M
Employees
2
Clients
0
Accounts
358
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $690.5M | $690.5M | $0 | 2 | 0 |
| Mar 2024 | $654M | $654M | $0 | 2 | 0 |
| Feb 2023 | $605.5M | $605.5M | $0 | 2 | 0 |
| Feb 2022 | $656.5M | $656.5M | $0 | 2 | 0 |
| Feb 2021 | $525.1M | $525.1M | $0 | 2 | 0 |
| Oct 2020 | $528.8M | $528.8M | $0 | 2 | 0 |
| Feb 2020 | $528.8M | $528.8M | $0 | 2 | 0 |
| Aug 2019 | $412.6M | $412.6M | $0 | 2 | 0 |
| Mar 2019 | $412.6M | $412.6M | $0 | 2 | 0 |
| Nov 2018 | $400M | $400M | $0 | 2 | 0 |
| Jul 2018 | $400M | $400M | $0 | 2 | 0 |
| Jun 2018 | $400M | $400M | $0 | 2 | 0 |
| Jun 2018 | $400M | $400M | $0 | 2 | 0 |
| Apr 2018 | $400M | $400M | $0 | 2 | 0 |
| Mar 2018 | $400M | $400M | $0 | 2 | 0 |
| Sep 2017 | $333.6M | $333.6M | $0 | 2 | 220 |
| Mar 2017 | $333.6M | $333.6M | $0 | 2 | 220 |
| Mar 2016 | $311.6M | $311.6M | $0 | 2 | 200 |
| Nov 2015 | $292.2M | $292.2M | $0 | 2 | 200 |
| Mar 2015 | $292.2M | $292.2M | $0 | 2 | 200 |
| Mar 2014 | $260.9M | $260.9M | $0 | 2 | 200 |
| Mar 2013 | $192.6M | $192.6M | $0 | 2 | 200 |
| Sep 2012 | $151M | $151M | $0 | 1 | 200 |
| May 2012 | $151M | $151M | $0 | 1 | 200 |
| Mar 2012 | $151M | $151M | $0 | 1 | 200 |
| Sep 2011 | $128.6M | $128.6M | $0 | 5 | -- |
| Jul 2011 | $128.6M | $128.6M | $0 | 5 | -- |
| Jun 2011 | $128.6M | $128.6M | $0 | 5 | -- |
| Mar 2011 | $128.6M | $128.6M | $0 | 5 | -- |
| Mar 2010 | $107.1M | $107.1M | $0 | 5 | -- |
| Mar 2009 | $72M | $72M | $0 | 5 | -- |
| Feb 2007 | $69M | $69M | $0 | 5 | -- |
| Mar 2006 | $53.9M | $53.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$690.5M
Discretionary$690.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$654M
Discretionary$654M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$605.5M
Discretionary$605.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$656.5M
Discretionary$656.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$525.1M
Discretionary$525.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$528.8M
Discretionary$528.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$412.6M
Discretionary$412.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$412.6M
Discretionary$412.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$333.6M
Discretionary$333.6M
Non-Disc.$0
Employees2
Clients220
DateMar 2017
Total AUM$333.6M
Discretionary$333.6M
Non-Disc.$0
Employees2
Clients220
DateMar 2016
Total AUM$311.6M
Discretionary$311.6M
Non-Disc.$0
Employees2
Clients200
DateNov 2015
Total AUM$292.2M
Discretionary$292.2M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$292.2M
Discretionary$292.2M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees2
Clients200
DateSep 2012
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees1
Clients200
DateSep 2011
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--