AdvisorOS Directory
Claim Profile
Unclaimed Profile
KP

Kingman D Penniman

KDP ASSET MANAGEMENT, INC.·MONTPELIER, Vermont
Clean recordKDP ASSET MANAGEMENT, INC.
24 ELM STREET, MONTPELIER, VT 05602-2814CRD# 2644435Firm CRD# 110265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kingman D Penniman · MONTPELIER, VT
Registration
CRD #2644435 · KDP ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kingman D Penniman is a registered financial advisor based in MONTPELIER, Vermont, affiliated with KDP ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Financial Education
Client Types
Individuals
Introduction

Speak with Kingman

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kingman is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KDP ASSET MANAGEMENT, INC.
KDP ASSET MANAGEMENT, INC.
AUM
$442M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at KDP ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2644435
Firm CRD# 110265
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTPELIER?

Browse all registered financial advisors in MONTPELIER, Vermont or claim this profile if it's yours.

Browse MONTPELIER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kingman D Penniman offer?
Kingman D Penniman specializes in Investment Management, Wealth Management, Financial Education. Contact their office in MONTPELIER, Vermont for a consultation.
What are Kingman D Penniman's credentials?
Kingman D Penniman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kingman D Penniman located?
Kingman D Penniman is based in MONTPELIER, Vermont, working with KDP ASSET MANAGEMENT, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.
How does Kingman D Penniman charge for services?
Kingman D Penniman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KDP ASSET MANAGEMENT, INC.?
KDP ASSET MANAGEMENT, INC. has approximately 19 employees and manages $442M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KDP ASSET MANAGEMENT, INC.

Michael Adam Bravin
MONTPELIER, VT
Roger Schoenbeck
MONTPELIER, VT
Christopher John Flynn
MONTPELIER, VT

More Advisors in MONTPELIER, Vermont

David Russell Morgan
SENTINEL ASSET MANAGEMENT, INC.·MONTPELIER, VT
Ataollah Azarshahi
EQUITY SERVICES, INC.·MONTPELIER, VT
John Birch
SENTINEL ASSET MANAGEMENT, INC.·MONTPELIER, VT
Matthew Frazee
EQUITY SERVICES, INC.·MONTPELIER, VT
Evan Isaiah Pemberton
MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, VT
Frances Tierno
EQUITY SERVICES, INC.·MONTPELIER, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)ESSEX JUNCTION (4)
City Guides
BURLINGTON GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile