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Income Plus Partners, LLC (Santa Monica)


Income Plus Partners, LLC is a large advisory firm based in Santa Monica. It manages $114 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Income Plus Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Income Plus Partners: assets under management

The assets under management (AUM) of Income Plus Partners, LLC is $114 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $114 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.58 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Income Plus Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Income Plus Partners, LLC performs its advisory services is located at 100 Wilshire Blvd., Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-496-5360 or by fax 310-496-5399. The normal business hours are 6:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.incomepluspartners.com.


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