Kipos Wealth
Kipos Wealth (CRD# 323987) is a financial advisory firm headquartered in Denton, TX. They manage $65,104,651 in 262 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management65MILLION
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Total Number of Accounts262ACCOUNTS
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Average Account Value$248,491
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, HI, TX
Financial Advisors at Kipos Wealth
1
Alexander Bischoff (CRD# 6696954) is an Investment Advisor Representative working at Kipos Wealth in Denton, TX and has over 7 years of experience in the finance industry.
2
Nathan Graves (CRD# 6511790) is an Investment Advisor Representative working at Kipos Wealth in Denton, TX and has over 8 years of experience in the finance industry.
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