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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kiplinger Investment Advisors LLC
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|---|---|
| CRD # | 116726 |
| SEC # | 801-129277 |
| CIK # | |
| AUM | $212.8 M (2025-04-30) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 937-886-1442 |
| Address | 24 Remick Blvd Springboro, OH 45066-9557 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 313 | 97.9 |
| (b) Individuals (high net worth individuals) | 61 | 114.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 909 | 212.8 |
| By Discretionary | ||
| Discretionary | 909 | 212.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 909 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.8 | |
| Total | 909 | 212.8 |
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|---|---|---|
|
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CT | 0.2 |
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|
Carolina Financial Advisors Inc
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NC | 0.2 |
|
CGI Plan Advisors Inc
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PA | 0.2 |
|
Wealthway Financial Advisors
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|
Five Talents Financial Management Group LLC
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IA | 0.2 |