Inceptionr LLC

Inceptionr LLC (CRD# 310565) is a financial advisory firm headquartered in , . They manage $838,129,859 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    838
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $419,064,930
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Inceptionr LLC
Showing 1 - 1 of 1 top financial advisors.
1
Li Lu, financial advisor Lafayette CA
Li Lu
CRD#: 6466577
Lafayette, CA

Li Lu (CRD# 6466577) is an Investment Advisor Representative working at Inceptionr LLC in Lafayette, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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