Flipwithlou&Kip LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents15%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- State & Local Bonds5%
Contacts
1 of 1Kip Konwiser
PartnerCRD 8046992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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