Kipling & Company
Kipling & Company (CRD# 277115) is a financial advisory firm headquartered in Sandia Park, NM. They manage $4,750,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kipling & Company
By the Numbers
-
Total Assets Under Management5MILLION
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Total Number of Accounts35ACCOUNTS
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Average Account Value$135,714
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT
Financial Advisors at Kipling & Company
1
Catherine Kipling (CRD# 4919976) is an Investment Advisor Representative working at Kipling & Company in Hamilton, MT and has over 19 years of experience in the finance industry.
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