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Home > Retirement Planners > california > santa monica > IPCC ADVISOR, LP
IPCC ADVISOR, LP
201 Santa Monica Blvd
Suite 500
Santa Monica, California 90401-2214
Tel: 424-222-8380
About IPCC ADVISOR, LP
IPCC ADVISOR, LP, formally registered with the SEC as IPCC ADVISOR, LP. The firm was established in 10/26/2022. They have over 2 offices throughout the country.
IPCC ADVISOR, LP is a Santa Monica, California based Financial Planning firm with nearly $192,441,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 46 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323562 |
| SEC# | 801-126785 |
| Assets Managed by Firm | $192,441,000 |
| No. of Clients | 1 |
| No. of Advisors | 46 |
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 | $192,441,000 |
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