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Mathew Jefferson Tipton

KINGS PATH PARTNERS LLC·SUGAR LAND, Texas
Series 65Clean record5 years registeredKINGS PATH PARTNERS LLC
206 BROOKS STREET, SUGAR LAND, TX 77478-4212CRD# 7348335Firm CRD# 269876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mathew Jefferson Tipton · SUGAR LAND, TX
Registration
CRD #7348335 · KINGS PATH PARTNERS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

KINGS PATH PARTNERS LLC
May 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 29, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KINGS PATH PARTNERS LLC
CRD 269876 · SEC 801-107995
AUM
$1.1B
Regulatory assets under management
Employees
6
453 client accounts
Services offered by KINGS PATH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KINGS PATH PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does Mathew Jefferson Tipton offer?
Mathew Jefferson Tipton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are Mathew Jefferson Tipton's credentials?
Mathew Jefferson Tipton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mathew Jefferson Tipton located?
Mathew Jefferson 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 Mathew Jefferson Tipton charge for services?
Mathew Jefferson 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 at KINGS PATH PARTNERS LLC

Kanen Pierce Helbig
SUGAR LAND, TX
Michael Dennis Mulcahy
SUGAR LAND, TX
Michael Dennis Mulcahy
SUGAR LAND, TX
CFA

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