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Michael Jeffrey Levitt

IPCC ADVISOR, LP·SANTA MONICA, California
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201 SANTA MONICA BLVD, SANTA MONICA, CA 90401-2214CRD# 1616128Firm CRD# 323562
01

About

Michael Jeffrey Levitt is a registered financial advisor based in SANTA MONICA, California, affiliated with IPCC ADVISOR, 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
IPCC ADVISOR, LP
IPCC ADVISOR, LP
AUM
$192M
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at IPCC ADVISOR, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1616128
Firm CRD# 323562
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Jeffrey Levitt offer?
Michael Jeffrey Levitt specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Michael Jeffrey Levitt's credentials?
Michael Jeffrey Levitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jeffrey Levitt located?
Michael Jeffrey Levitt is based in SANTA MONICA, California, working with IPCC ADVISOR, LP. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Michael Jeffrey Levitt charge for services?
Michael Jeffrey Levitt'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 IPCC ADVISOR, LP?
IPCC ADVISOR, LP has approximately 46 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IPCC ADVISOR, LP

Bjorn Riordan Sperber
SANTA MONICA, CA
Elizabeth Alice Greenwood
SANTA MONICA, CA
John Younger Eanes
SANTA MONICA, CA
Jonathan Brian Levinson
SANTA MONICA, CA
Jarvis Vincent Hollingsworth
SANTA MONICA, CA

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Research
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