AdvisorOS Directory
Claim Profile
HS

Hezy Yehezkel Shalev

INCEPTIV MANAGEMENT, LP·CULVER CITY, California
Unclaimed Profile
3975 LANDMARK STREET, CULVER CITY, CA 90232CRD# 5658898Firm CRD# 310133
01

About

Hezy Yehezkel Shalev is a registered financial advisor based in CULVER CITY, California, affiliated with INCEPTIV MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INCEPTIV MANAGEMENT, LP
INCEPTIV
AUM
$142M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at INCEPTIV MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5658898
Firm CRD# 310133
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CULVER CITY?

Browse all registered financial advisors in CULVER CITY, California or claim this profile if it's yours.

Browse CULVER CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Hezy Yehezkel Shalev offer?
Hezy Yehezkel Shalev specializes in Retirement Planning. Contact their office in CULVER CITY, California for a consultation.
What are Hezy Yehezkel Shalev's credentials?
Hezy Yehezkel Shalev is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hezy Yehezkel Shalev located?
Hezy Yehezkel Shalev is based in CULVER CITY, California, working with INCEPTIV MANAGEMENT, LP. Their office serves clients in the CULVER CITY metropolitan area and surrounding communities.
How does Hezy Yehezkel Shalev charge for services?
Hezy Yehezkel Shalev's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INCEPTIV MANAGEMENT, LP?
INCEPTIV MANAGEMENT, LP has approximately 7 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CULVER CITY
Travis Philip Putnam — NAVITAS CAPITAL MANAGEMENT, LLCPatrick Baruch Hodara — HOLDUS CAPITAL INVESTMENTS ADVISORS INC.Barry Dov Schreiber — HOLDUS CAPITAL INVESTMENTS ADVISORS INC.Patrick Jonathan Franklin — ALBERT INVESTMENTS, LLCTrevor Thomas — CROSS CULTURE VENTURES MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile