Lipe & Dalton Investment Counsel

Overview

Lipe & Dalton Investment Counsel is an SEC registered investment adviser based in Syracuse, NY, registered since 2006. It reports $78M in assets under management across 382 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$78M

Discretionary

100%

Accounts

382

Average account

$2M

Employees

2

Advisory reps

2

Registered since

2006

Jurisdictions

18

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Willard Charles Lipe III Chief Executive Officer, Chief Compliance Officer CRD 2997351
• Patrick Dalton President CRD 2649397

Advisory reps 2 of 2

• Patrick Dalton Investment Adviser Rep CRD 2649397
• Willard Charles Lipe III Investment Adviser Rep CRD 2997351

Location

Headquarters

103 E Water St Ste 305
Syracuse, NY 13202

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: lipeanddalton.com

Every state, with registration dates

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