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Martha Elizabeth Soto Aceves

IPG INVESTMENT ADVISORS, LLC·SAN DIEGO, California
SIE, Series 27, Series 99TOClean recordIPG INVESTMENT ADVISORS, LLC
501 WEST BROADWAY, SAN DIEGO, CA 92101CRD# 5409623Firm CRD# 152990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martha Elizabeth Soto Aceves · SAN DIEGO, CA
Registration
CRD #5409623 · IPG INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
IPG INVESTMENT ADVISORS, LLC
CRD 152990 · SEC 801-71104
AUM
$3.5B
Regulatory assets under management
Employees
39
1,051 client accounts
Services offered by IPG INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at IPG INVESTMENT ADVISORS, LLC →
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Frequently Asked Questions

What services does Martha Elizabeth Soto Aceves offer?
Martha Elizabeth Soto Aceves specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Martha Elizabeth Soto Aceves's credentials?
Martha Elizabeth Soto Aceves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martha Elizabeth Soto Aceves located?
Martha Elizabeth Soto Aceves 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 Martha Elizabeth Soto Aceves charge for services?
Martha Elizabeth Soto Aceves'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.
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Other Advisors at IPG INVESTMENT ADVISORS, LLC

Albert Benrey
SAN DIEGO, CA
Alfonso Aldrete
SAN DIEGO, CA
Adolfo Gonzalezrubio
SAN DIEGO, CA
Darius Nmn Lashkari
SAN DIEGO, CA
Gilbert John Addeo
SAN DIEGO, CA
Maria Luisa Boyd
SAN DIEGO, CA

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Research
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