KIPPSDESANTO & COMPANY

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
46
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Kippsdesanto & Company is recorded as a corporation that registered with the SEC in 1999 and is classified in FINTRX as an investment bank rather than a traditional asset manager. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide details on the firm's client base, fee schedule, or specific advisory activities.

Assets & Accounts

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

    Chief Compliance OfficerCRD 1584973

  • GABRIELLE HALPRIN

    Chief Financial OfficerCRD 5087341

  • JENNIFER BLEVINS

    Accounting CoordinatorCRD 6057862

Contacts

3 of 43
  • London Simonides

    Investment Banking AnalystCRD 7784362

  • Andrew Twillman

    Mergers & Acquisitions AnalystCRD 7799672

  • Margo Bost

    Vice PresidentCRD 7211889

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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