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Ips Advisory Inc (Knoxville)


Ips Advisory Inc is an adviser based in Knoxville. It manages $7.8 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

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Ips Advisory provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Ips Advisory: assets under management

The assets under management (AUM) of Ips Advisory Inc is $7.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ips Advisory Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Knoxville

The principal office where Ips Advisory Inc performs its advisory services is located at 9111 Cross Park Drive, Knoxville, TN 37923, 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 865-691-1420 or by fax 865-691-1849. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.ipsfunds.com.


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