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INCEPTIV
3975 Landmark Street
#1400
Culver City, California 90232
Tel: 424-363-0200
About INCEPTIV
INCEPTIV, formally registered with the SEC as INCEPTIV. The firm was established in 07/27/2023. They have over 1 offices throughout the country.
INCEPTIV is a Culver City, California based Financial Planning firm with nearly $142,115,714 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310133 |
| SEC# | 801-128422 |
| Assets Managed by Firm | $142,115,714 |
| No. of Clients | 1 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $142,115,714 |
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