K
$5.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2015
- Office Locations
- 1
Office Locations
-- Sandia Park NM
About Kipling & Co.
Kipling & Co. is a Sandia Park-based RIA. The firm has been operating for 10 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$268.2K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CATHERINE ADELE KIPLING
Marketing Director, President
- CRD
- #4919976
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,900,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $5,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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