Aip Acquisition Company, LLC is a large advisory firm based in Safety Harbor. It manages $556.97 million of regulatory assets for 1,525 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.
Aip Acquisition Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aip Acquisition Company, LLC is $556.97 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aip Acquisition Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas William Case has been acting as President since 1 Apr 2009. Bryan Edward Stypul joined the executive team most recently as the Chief Financial Officer.
The principal office where Aip Acquisition Company, LLC performs its advisory services is located at 100 Main Street, #301, Safety Harbor, FL 34695, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-799-3671 or by fax 727-799-1232. The normal business hours are 8:00am-5:00pm on Monday - Friday.