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 registered with the SEC since 1999. Public records classify the firm as an investment bank rather than a capital allocator or traditional registered investment adviser focused on discretionary asset management. Ownership is listed as a combination of a domestic entity and an individual. Filing-level details indicate the firm does not identify itself as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser. The available disclosures do not list typical fee-based advisory or client-accounting activities; instead, the firm’s public profile aligns with investment-banking functions rather than portfolio management or wealth-management services.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 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

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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