|
⚲
|
| Kiplinger Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 116726 |
| SEC # | 801-129277 |
| CIK # | |
| AUM | $189.1 MM (2024-03-22) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 937-886-1442 |
| Address | 325 N Main St Springboro, OH 45066-9557 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 103.3 |
| (b) Individuals (high net worth individuals) | 45 | 85.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 189.1 |
| By Discretionary | ||
| Discretionary | 949 | 189.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 949 | 189.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.1 | |
| Total | 949 | 189.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prospect Capital Services Inc
✚
|
NJ | 0.2 |
|
Madden Funds Management Ltd
✚
|
IL | 0.2 |
|
Peterson Financial Group Inc
✚
|
IA | 0.2 |
|
Wealthway Financial Advisors
✚
|
VA | 0.2 |
|
Walker Financial Advisors Inc DBA California 457 Benefits
✚
|
CA | 0.2 |
|
Sage Financial Advisors Inc
✚
|
AZ | 0.2 |
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
West Ridge Advisors LLC
✚
|
NV | 0.2 |
|
Big Sioux Financial Inc
✚
|
SD | 0.2 |