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IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC
SAN DIEGO, California
·
8 registered advisors
·
CRD# 152990
SEC# 801-71104
10
619-326-1200
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
Other: FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at IPG INVESTMENT ADVISORS, LLC
8 registered advisors
Adolfo Gonzalezrubio
SAN DIEGO, California
CRD# 2385116
Albert Benrey
SAN DIEGO, California
CRD# 4290443
Alfonso Aldrete
SAN DIEGO, California
CRD# 4352620
Darius Nmn Lashkari
SAN DIEGO, California
CRD# 3061561
Gilbert John Addeo
SAN DIEGO, California
CRD# 2968766
Jose Guadalupe Gonzalez-Rubio
SAN DIEGO, California
CRD# 6638555
Maria Luisa Boyd
SAN DIEGO, California
CRD# 2319297
Martha Elizabeth Soto Aceves
SAN DIEGO, California
CRD# 5409623
05
Office Locations
SAN DIEGO, California
8 advisors
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Data sourced from SEC Form ADV filings. IPG INVESTMENT ADVISORS, LLC (CRD# 152990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.