KIPP FINANCIAL GROUP, INC.
CRD #108811 SEC #801-36879 VENTURA, CA 805-650-7654
SEC Registered
Total AUM
$123.9M
Discretionary
$0
Employees
4
Clients
251
Accounts
1,059
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2017 | $123.9M | $0 | $123.9M | 4 | 300 |
| Mar 2016 | $123.4M | $0 | $123.4M | 7 | 300 |
| Mar 2015 | $128.9M | $0 | $128.9M | 6 | 300 |
| Mar 2014 | $123.9M | $0 | $123.9M | 6 | 200 |
| Mar 2013 | $106.7M | $0 | $106.7M | 7 | 200 |
| Mar 2012 | $108.4M | $0 | $108.4M | 6 | 200 |
| May 2011 | $119.3M | $0 | $119.3M | 10 | -- |
| Mar 2009 | $107.8M | $0 | $107.8M | -- | -- |
| Mar 2007 | $288.3M | $0 | $288.3M | -- | -- |
| Jan 2006 | $235.7M | $0 | $235.7M | -- | -- |
| Sep 2005 | $104.1M | $0 | $104.1M | 10 | -- |
| Sep 2004 | $100.3M | $0 | $100.3M | 10 | -- |
| Mar 2002 | $95.9M | $0 | $95.9M | 10 | -- |
DateApr 2017
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees4
Clients300
DateMar 2016
Total AUM$123.4M
Discretionary$0
Non-Disc.$123.4M
Employees7
Clients300
DateMar 2015
Total AUM$128.9M
Discretionary$0
Non-Disc.$128.9M
Employees6
Clients300
DateMar 2014
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees6
Clients200
DateMar 2013
Total AUM$106.7M
Discretionary$0
Non-Disc.$106.7M
Employees7
Clients200
DateMar 2012
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees6
Clients200
DateMay 2011
Total AUM$119.3M
Discretionary$0
Non-Disc.$119.3M
Employees10
Clients--
DateMar 2009
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees--
Clients--
DateMar 2007
Total AUM$288.3M
Discretionary$0
Non-Disc.$288.3M
Employees--
Clients--
DateJan 2006
Total AUM$235.7M
Discretionary$0
Non-Disc.$235.7M
Employees--
Clients--
DateSep 2005
Total AUM$104.1M
Discretionary$0
Non-Disc.$104.1M
Employees10
Clients--
DateSep 2004
Total AUM$100.3M
Discretionary$0
Non-Disc.$100.3M
Employees10
Clients--
DateMar 2002
Total AUM$95.9M
Discretionary$0
Non-Disc.$95.9M
Employees10
Clients--