Kipp Financial Group, Inc.

Kipp Financial Group, Inc. (CRD# 108811) is a financial advisory firm headquartered in Ventura, CA. They manage $123,359,968 in 1,104 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $111,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kipp Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
James E. Eckley
CRD#: 1873621
950 County Square Drive, Suite 211, Ventura, CA 93003
93
Wealthminder
score

James Eckley (CRD# 1873621) is an Investment Advisor Representative working at Kipp Financial Group, Inc. in Ventura, CA and has over 8 years of experience in the finance industry.

2
Charles B. Huffer
CRD#: 1335935
950 County Square Drive, Suite 211, Ventura, CA 93003
90
Wealthminder
score

Charles Huffer (CRD# 1335935) is an Investment Advisor Representative working at Kipp Financial Group, Inc. in Ventura, CA and has over 4 years of experience in the finance industry.

3
Cullen W. Crabbe
CRD#: 5533844
950 County Square Drive, Suite 211, Ventura, CA 93003
83
Wealthminder
score

Cullen Crabbe (CRD# 5533844) is an Investment Advisor Representative working at Kipp Financial Group, Inc. in Ventura, CA and has over 7 years of experience in the finance industry.

4
Stephen J. Kipp
CRD#: 1255862
950 County Square Drive, Suite 211, Ventura, CA 93003
38
Wealthminder
score

Stephen Kipp (CRD# 1255862) is an Investment Advisor Representative working at Kipp Financial Group, Inc. in Ventura, CA and has over 32 years of experience in the finance industry.

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