F
CRD: 335123
Flipwithlou&kip LLC
Woodland Hills, CA
3105670415
$2.0M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2025
- Office Locations
- 1
Office Locations
-- Woodland Hills CA
About Flipwithlou&kip LLC
Flipwithlou&kip LLC is a Woodland Hills-based RIA. The firm has been operating for 1 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Element Atlas
Client Personas
Delta
Investment Themes
Vertex wave Vector
Investment Vehicles
Capital
Services
Matrix focus
Owner & Executives
K
KIP M KONWISER
Chief Compliance Officer, Manager
- CRD
- #8046992
- Ownership
- 75% or more
(906) 233-4269
zenith.wave@optimacapital.com
in linkedin.com/in/vertex-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Equity - Exchange:
11.0% Cash:
17.5% Corporate - Investment Grade:
14.0% U.S. Government/Agency:
26.1% Municipal Bonds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $282,471,716 | 11.0% |
| Cash | $449,386,820 | 17.5% |
| Corporate - Investment Grade | $359,509,456 | 14.0% |
| U.S. Government/Agency | $670,228,344 | 26.1% |
| Municipal Bonds | $806,328,352 | 31.4% |
| Total | $2,567,924,688 | 100.0% |