Investment adviser · CRD 108811

KIPP FINANCIAL GROUP, INC.

Investment adviser filing (IA)

VENTURA, CA, United States · Form ADV filed Apr 3, 2017

Regulatory AUM
$124M
Form ADV · Item 5.F
Client accounts
1,059
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 3, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

950 COUNTY SQUARE DRIVE, SUITE 211
VENTURA, CA, 93003, United States

CRD 108811

Filing source

Form ADV 1102466 · Apr 3, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.