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Sipco

Sipco is a RIA based in Northside, TX with $35M in AUM and with 4 advisors nationwide.

Advisors (4)

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Name Start Date
Margaret Coughtrie Jul 2003
Mcintosh, Kimberly, Michelle Dec 2000
Paul Macnamara Jan 2009
Timothy Joseph Mcintosh Jan 2009
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$34.7M
Total Assets
575
Accounts
$60.4K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Timothy Joseph Mcintosh CEO, CCO 09/01/1997
Paul Macnamara Senior V.P. 01/01/2005
Margaret Coughtrie Portfolio Manager 07/01/2003
Mcintosh, Kimberly, Michelle COO 12/01/2000
Ronald Stephen Oldenkamp Marketing Director 09/01/2010

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
6100 Bandera Rd
San Antonio , TX 78238
Phone Number: 210-745-2700
Other Offices Address City State Zip
157 South 32nd Street Camp Hill PA 17011
10300 49th St N Suite 133 Clearwater FL 33762
2929 Breezewood Ave Suite 100 Fayetteville NC 28303

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees
  • Other: CONTRACTED RATE OR MINIMUM QUARTERLY FEE