Be advised. This firm is no longer registered.

Whitetip Capital LLC

Whitetip Capital LLC (CRD# 168266) is a financial advisory firm headquartered in Richmond, TX. They manage $205,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1707 Wyndale Ct, Richmond, TX 77406
https://www.kensingtonwealthllc.com
By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $41,000,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Whitetip Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Reis, financial advisor Richmond TX
Robert J. Reis
CRD#: 1203309
1707 Wyndale Ct, Richmond, TX 77406

Robert Reis (CRD# 1203309) is an Investment Advisor Representative working at Whitetip Capital LLC in Richmond, TX and has over 40 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.

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