← Back to searchVisit website
KICKPOINT FINANCIAL, LLC
CRD 300423
40 S MAIN STREET, SUITE 2550, MEMPHIS, TN, 38103, United States
Phone
713-515-6336
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD