Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

dba IPI WEALTH MANAGEMENT, INC. · CRD 111872 · Registered Investment Adviser

Custody via related person

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. is a Registered Investment Adviser headquartered in DECATUR, IL. The firm reports $2,655,482,859 in regulatory assets under management across 13,260 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,473,435,636
Non-discretionary$182,047,223
Total RAUM$2,655,482,859
Accounts13,260

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 111872. adviserinfo.sec.gov/firm/summary/111872.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.