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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