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Hipke Edward Malcolm (Mequon)


Hipke Edward Malcolm is an adviser based in Mequon. It manages $22.1 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001.




Hipke Edward Malcolm provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hipke Edward Malcolm: assets under management

The assets under management (AUM) of Hipke Edward Malcolm is $22.1 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.59 million in discretionary accounts and $4.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hipke Edward Malcolm for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mequon

The principal office where Hipke Edward Malcolm performs its advisory services is located at 1200 W Sierra La 101 N, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-241-9277 or by fax 262-241-4669. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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