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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