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BIP WEALTH, LLC
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BIP WEALTH, LLC
(CRD# 143208)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Atlanta, GA.
The SEC approved the firm to operate as an RIA in
Feb 2008.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$864.0 Million,
and has discretion over
82%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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BIP WEALTH, LLC
also reported in
Mar 2018:
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23
employees,
with
19
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BIP WEALTH, LLC has no disclosure events reported to the SEC at this time.
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BIP WEALTH, LLC has Notice Filings with the following State Securities Authorities:
AL-Apr 2010, FL-Apr 2010, GA-Feb 2008, LA-Oct 2011, NC-Apr 2010
, NY-Mar 2017, SC-Jan 2015, TX-Jun 2013, WI-Aug 2017
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
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contact FindingFraud.org with questions or concerns.
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