Lipe & Dalton
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
103 E Water St Ste 305, Syracuse, New Yo...Phone Number
(315) 428-8585Website
www.lipeanddalton.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Lipe & Dalton
Lipe & Dalton is a financial advisory firm based in Syracuse, NY, specializing in investment counsel and money management. The company focuses on managing clients' money through separately managed portfolios, allowing for greater control and tax efficiency. With both founders holding the Chartered Financial Analyst (CFA) designation, they adhere to high ethical standards and prioritize transparency and accountability in their services. Their target clients include high net-worth individuals, trusts, corporations, and institutions seeking expert investment management.Explore more
Popular SearchesLipe & DaltonLipe and DaltonLipe & Dalton IncLipeLipe Dalton IncSIC Code 62,628NAICS Code 52,523Show more
Lipe & Dalton Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1987
KG
Kenneth GreenPresident & Co-Chief Investment Officer & Director, Fixed Income, Portfolio Management & Fixed Income Research
Company Profile Activity
Activity Insights
Lipe & Dalton is experiencing very low activity levels compared to other companies in the Finance sector.
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Lipe & Dalton is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lipe & Dalton.
Lipe & Dalton Tech Stack
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Frequently Asked Questions Regarding Lipe & Dalton
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Lipe & Dalton is a financial advisory firm based in Syracuse, NY, specializing in investment counsel and money management. The company focuses on managing clients' money through separately managed portfolios, allowing for greater control and tax efficiency. With both founders holding the Chartered Financial Analyst (CFA) designation, they adhere to... Read More
