Kippsdesanto & Company

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
45
Avg account
$0

Firm details

Headquarters
Mclean, Virginia
CRD number
45763
Registered since
February 24, 1999

Firm profile

FINTRX

Overview

Kippsdesanto & Company is organized as a corporation and has been SEC-registered since 1999. FINTRX classifies it as an investment bank rather than a traditional registered investment adviser or independent wealth manager. The firm’s public profile in the snapshot is limited: fields for client base, advisory activities and fee structure are not populated in the available record. The profile flags a few negative/absence indicators: it is not identified as a capital allocator, it is not marked as an active ESG investor, and it is not listed as a multistate adviser or pension consultant. Those entries suggest the firm’s principal activities are likely centered on investment-banking related services rather than running pooled or discretionary investment programs that would be reflected as managed AUM in FINTRX.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Robert Mulligan

    Robert Mulligan

    Chief Compliance OfficerCRD 1584973

  • Gabrielle Halprin

    Gabrielle Halprin

    Chief Financial OfficerCRD 5087341

  • Jennifer Blevins

    Jennifer Blevins

    Accounting CoordinatorCRD 6057862

Contacts

3 of 42
  • Kristan Droter

    Kristan Droter

    PrincipalCRD 5232567

  • Steven Tulip

    Head of Capital MarketsCRD 2540149

  • John Tom

    Senior Compliance ManagerCRD 2636365

Unlock 39 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
1675 Capital One Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth