Flipwithlou&Kip LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$1.5M
75% of AUM
Avg account
$500K
Accounts
4
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
335123
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other50%
  • HNWI25%
  • Individuals25%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Flipwithlou&Kip LLC is an individual-owned limited liability company that provides portfolio management primarily for individuals and small businesses. The firm reports a mix of fee arrangements, including a percentage-of-assets model and performance-based fees, along with other unspecified fee components. It is not characterized as a capital allocator, does not operate as a multi-state adviser, and is not identified as an active ESG investor. The firm's regulatory registration year is not listed and its public classification is unclassified.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 15%, US Government Bonds 10%, Investment Grade Corp Bonds 10%, State & Local Bonds 5%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents15%
  • US Government Bonds10%
  • Investment Grade Corp Bonds10%
  • State & Local Bonds5%

Contacts

1 of 1
  • Kip Konwiser

    PartnerCRD 8046992

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth