Claim Profile
DL

Darius Nmn Lashkari

IPG INVESTMENT ADVISORS, LLC·SAN DIEGO, California
Unclaimed Profile
501 WEST BROADWAY, SAN DIEGO, CA 92101CRD# 3061561Firm CRD# 152990
01

About

Darius Nmn Lashkari is a registered financial advisor based in SAN DIEGO, California, affiliated with IPG INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC
AUM
$3.5B
Regulatory assets under management
Employees
39
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
Other: FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
Regulatory
SEC/IARD CRD# 3061561
Firm CRD# 152990
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

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

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 Darius Nmn Lashkari offer?
Darius Nmn Lashkari specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Darius Nmn Lashkari's credentials?
Darius Nmn Lashkari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darius Nmn Lashkari located?
Darius Nmn Lashkari is based in SAN DIEGO, California, working with IPG INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Darius Nmn Lashkari charge for services?
Darius Nmn Lashkari's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees, other: family office, service , finder's fees $ 12b1 fees via afflt. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IPG INVESTMENT ADVISORS, LLC?
IPG INVESTMENT ADVISORS, LLC has approximately 39 employees and manages $3.5B 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 →
Browse by specialty