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Julie Ann Pritchard

KIPP FINANCIAL GROUP, INC.·VENTURA, California
Unclaimed Profile
950 COUNTY SQUARE DRIVE, VENTURA, CA 93003CRD# 2960716Firm CRD# 108811
01

About

Julie Ann Pritchard is a registered financial advisor based in VENTURA, California, affiliated with KIPP FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KIPP FINANCIAL GROUP, INC.
KIPP FINANCIAL GROUP, INC.
AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KIPP FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2960716
Firm CRD# 108811
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Pritchard offer?
Julie Ann Pritchard specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.
What are Julie Ann Pritchard's credentials?
Julie Ann Pritchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Pritchard located?
Julie Ann Pritchard is based in VENTURA, California, working with KIPP FINANCIAL GROUP, INC.. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
How does Julie Ann Pritchard charge for services?
Julie Ann Pritchard's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIPP FINANCIAL GROUP, INC.?
KIPP FINANCIAL GROUP, INC. has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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