Kipp Brant Drummond & Associates, Inc., Dba Kipp Financial Group is a large advisory firm based in Ventura. It manages $119.3 million of regulatory assets for 1,059 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Texas.
Kipp Brant Drummond & Associates, Inc., Dba Kipp Financial Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kipp Brant Drummond & Associates, Inc., Dba Kipp Financial Group is $119.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kipp Brant Drummond & Associates, Inc., Dba Kipp Financial Group for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Robert Brant has been acting as President since 1 Jul 2005. Lynn Averill Kipp joined the executive team most recently as the Vice President.
The principal office where Kipp Brant Drummond & Associates, Inc., Dba Kipp Financial Group performs its advisory services is located at 950 County Square Drive, Ventura, CA 93003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-650-7654 or by fax 805-650-0389. The normal business hours are mon - thr 8:00 am - 5:00 pm on Other. You can find more information about the New York firm at www.kippbrantdrummond.com.