KPP ADVISORY SERVICES LLC
SEC RegisteredAdvice for Life
About the firm
As an independent firm, KPP Advisory Services is committed to offering independent advice and providing a full range of investment and financial services with access to a wide array of strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A full range of investment and financial services with access to a wide array of strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,677 | $729M |
| High Net Worth Individuals | 318 | $512M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
26 advisors in the directory
Regulatory & compliance
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KPP ADVISORY SERVICES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.