KIPP FINANCIAL GROUP, INC.

VENTURA, California·3 registered advisors·CRD# 108811
SEC# 801-36879805-650-7654
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KIPP FINANCIAL GROUP, INC.

3 registered advisors
Julie Ann Pritchard
VENTURA, California
Lynn Averill Kipp
VENTURA, California
Stephen Joseph Kipp
VENTURA, California
05

Office Locations

VENTURA, California
3 advisors

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Data sourced from SEC Form ADV filings. KIPP FINANCIAL GROUP, INC. (CRD# 108811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.