Ipx Retirement
$168M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$124M
$413M
2021
2025
Same-firm comparison: 1 firms that reported Ipx Retirement in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Isc Advisors, Inc. | $163M | $1.6B | 10.1% | 03/24/2026 |
| Encompass More Asset Management Llc | $5.7M | $985M | 0.6% | 03/21/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.