Kipling Capital, Inc.
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 41196
- Registered since
- April 23, 1998
- Website
- www.kiplingcapital.com
Firm profile
FINTRXOverview
Kipling Capital, Inc. is organized as a corporation and has been registered with the SEC since 1998. FINTRX classifies the firm as "Unclassified" and identifies the owner type as an individual. Publicly reported attributes indicate the firm is not an active ESG investor, is not designated a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser. The firm has not supplied details about its business activities, advisory services, client types, or fee structure to FINTRX.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Richard Hake
Principal and FounderCRD 852030
Samuel Skinner
Principal & DirectorCRD 1543650
Paul Roesler
Principal And Managing DirectorCRD 2324720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 100 Shoreline Hwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Kema Partners LLC
Broker-DealerMill Valley, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Polygon Capital Advisors, LLC
Broker-DealerSausalito, CA