Tech stack
No one at Lipper Advisory Services Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $46M held · filed Oct 2024
Schwab
Per Form ADV · $28M held · filed Oct 2024