Kipling & Company

Kipling & Company (CRD# 277115) is a financial advisory firm headquartered in Sandia Park, NM. They manage $4,750,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15 Raindance Rd, Sandia Park, NM 87047
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $135,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Kipling & Company
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Kipling, financial advisor Hamilton MT
Catherine A. Kipling
CRD#: 4919976
210 S 3rd St, Hamilton, MT 59840

Catherine Kipling (CRD# 4919976) is an Investment Advisor Representative working at Kipling & Company in Hamilton, MT and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals