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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALTON, PATRICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DALTON, PATRICK | I | PRESIDENT | D | Control |
| DALTON, PATRICK | I | PRESIDENT | D | Control |
| DALTON, PATRICK | I | PRESIDENT | D | Control |
| DALTON, PATRICK | I | PRESIDENT | D | Control |
| DALTON, PATRICK | I | PRESIDENT | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| LIPE, WILLARD, CHARLES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (18)
CT DE FL GA IN MA NC NH NJ NM NV NY OH PA TN TX VT WA
Address
103 E. WATER STREETSUITE 305
SYRACUSE, NY 13202
United States
Phone: 315-428-8585