IPSEN ADVISOR GROUP LLC
Legal name: IPSEN ADVISOR GROUP
CRD #318010 SEC #801-123145 LITTLE ROCK, AR (501) 614-4700
SEC Registered
Total AUM
$217.8M
Discretionary
$194.8M
Employees
5
Clients
26
Accounts
1,004
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.8M | $194.8M | $23M | 5 | 0 |
| Dec 2024 | $192M | $171.9M | $20.1M | 5 | 1 |
| Nov 2024 | $192M | $171.9M | $20.1M | 5 | 1 |
| Aug 2024 | $192M | $171.9M | $20.1M | 5 | 1 |
| Mar 2024 | $192M | $171.9M | $20.1M | 5 | 1 |
| Oct 2023 | $203.5M | $187M | $16.6M | 4 | 0 |
| Apr 2023 | $203.5M | $187M | $16.6M | 4 | 0 |
| Mar 2023 | $203.5M | $187M | $16.6M | 4 | 0 |
| Aug 2022 | $168.5M | $168.5M | $0 | 5 | 0 |
| Jun 2022 | $168.5M | $168.5M | $0 | 5 | 0 |
DateMar 2025
Total AUM$217.8M
Discretionary$194.8M
Non-Disc.$23M
Employees5
Clients0
DateDec 2024
Total AUM$192M
Discretionary$171.9M
Non-Disc.$20.1M
Employees5
Clients1
DateNov 2024
Total AUM$192M
Discretionary$171.9M
Non-Disc.$20.1M
Employees5
Clients1
DateAug 2024
Total AUM$192M
Discretionary$171.9M
Non-Disc.$20.1M
Employees5
Clients1
DateMar 2024
Total AUM$192M
Discretionary$171.9M
Non-Disc.$20.1M
Employees5
Clients1
DateOct 2023
Total AUM$203.5M
Discretionary$187M
Non-Disc.$16.6M
Employees4
Clients0
DateApr 2023
Total AUM$203.5M
Discretionary$187M
Non-Disc.$16.6M
Employees4
Clients0
DateMar 2023
Total AUM$203.5M
Discretionary$187M
Non-Disc.$16.6M
Employees4
Clients0
DateAug 2022
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients0