Paul Joseph Lipcius
Investment adviser representative at Practicecfo Investments
10 yearsExperience
1 stateRegistered in
$401.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- PracticecfoJun 2016 to now
- Practicecfo InvestmentsJun 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Practicecfo Investments
Legal name: Silver Coast Investments LLC
$401.6MAssets managed
420Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6663229
- Firm CRD
- 167771