A complete list of active advisors currently associated with FlipWithLou&Kip LLC
Warmer can help you find a great advisor at FlipWithLou&Kip LLC or one who fits your needs even better.
The firm provides discretionary portfolio management primarily through separately managed accounts and a firm-sponsored wrap fee program, and it serves individuals, high-net-worth individuals and their personal service entities. The brochure states the firm seeks to develop financial literacy among young professionals in the entertainment and sports industries, reflecting a client focus on those occupational groups. Its investment approach emphasizes asset allocation and risk management as the foundation for portfolio construction, and accounts are managed according to each client’s individual mandate with the ability to impose reasonable restrictions. The firm offers both asset‑based management arrangements and performance‑based fee arrangements for eligible clients and executes trading across equities, funds, ETFs and options when consistent with client objectives. Compared with many peers, the firm’s role as a wrap fee program sponsor is uncommon for an investment manager and it also operates side‑by‑side accounts that may include performance fees, which creates potential conflicts addressed in its disclosures. The brochure also discloses an affiliation with an entertainment production business that raises capital for films, and the firm—organized in late 2024—reported no assets under management or client accounts as of March 31, 2025.
To learn more about the advisors currently working at FlipWithLou&Kip LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Woodland Hills, CA
| 1
|
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