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Alexandra Tipton

KINGS PATH PARTNERS LLC·SUGAR LAND, Texas
Unclaimed Profile
206 BROOKS STREET, SUGAR LAND, TX 77478-4212CRD# 7867508Firm CRD# 269876
01

About

Alexandra Tipton is a registered financial advisor based in SUGAR LAND, Texas, affiliated with KINGS PATH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
KINGS PATH PARTNERS LLC
KINGS PATH PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at KINGS PATH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7867508
Firm CRD# 269876
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexandra Tipton offer?
Alexandra Tipton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are Alexandra Tipton's credentials?
Alexandra Tipton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Tipton located?
Alexandra Tipton is based in SUGAR LAND, Texas, working with KINGS PATH PARTNERS LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.
How does Alexandra Tipton charge for services?
Alexandra Tipton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGS PATH PARTNERS LLC?
KINGS PATH PARTNERS LLC has approximately 6 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SUGAR LAND
William Orsen Jameson — WJ INTERESTS, LLCJared William Jameson — WJ INTERESTS, LLCMichael Dennis Mulcahy — KINGS PATH PARTNERS LLCMark Dixon Snelling — SWEETWATER FINANCIAL ADVISORS, LLCChung Wu — CHUNG WU INVESTMENT GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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