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KIPI FINANCIAL PLANNING LLC
CRD 333112
2029 RIVERSIDE DRIVE, SUITE 106, COLUMBUS, OH, 43221, United States
Phone
614-401-6444
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$5.5M
Discretionary AUM
$5.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $827K |
| High net worth individuals | 3 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD