Be advised. This firm is no longer registered.

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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kipp Financial Group, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.