Kippsdesanto & Company

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
47
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 is classified in the dataset as an investment bank. The firm has been SEC-registered since 1999. Ownership is recorded as a mix of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator and is not listed as an active ESG investor. It is also not recorded as a multistate adviser, pension consultant, or related adviser. The provider did not supply details on the firm’s client base, specific advisory or business activities, or investment products, so those elements are not described here.

Location & Offices

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

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 44
  • London Simonides

    London Simonides

    Investment Banking AnalystCRD 7784362

  • Andrew Twillman

    Mergers & Acquisitions AnalystCRD 7799672

  • Margo Bost

    Margo Bost

    Vice PresidentCRD 7211889

Unlock 41 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