Ipg Investment Advisors, LLC

Ipg Investment Advisors, LLC (CRD# 152990) is a financial advisory firm headquartered in San Diego, CA. They manage $938,865,998 in 722 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    939
    MILLION
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $1,300,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, TX

Financial Advisors at Ipg Investment Advisors, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Alfonso Aldrete
CRD#: 4352620
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Alfonso Aldrete (CRD# 4352620) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 14 years of experience in the finance industry.

2
Albert Benrey
CRD#: 4290443
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Albert Benrey (CRD# 4290443) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

3
Maria L. Boyd
CRD#: 2319297
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Maria Boyd (CRD# 2319297) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

4
Sofia Bucay Bissu
CRD#: 4508509
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Sofia Bucay Bissu (CRD# 4508509) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

5
Carlos F. Figueroa-Ramirez
CRD#: 5221240
Chula Vista, CA
93
Wealthminder
score

Carlos Figueroa-Ramirez (CRD# 5221240) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Chula Vista, CA and has over 10 years of experience in the finance industry.

6
Armando Garza Wilson
CRD#: 3137216
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Armando Garza Wilson (CRD# 3137216) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 14 years of experience in the finance industry.

7
Mauricio N. Gomez
CRD#: 2773310
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Mauricio Gomez (CRD# 2773310) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

8
Hector F. Munguia Romo
CRD#: 3087449
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Hector Munguia Romo (CRD# 3087449) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

9
Luis E. Perez Hernandez
CRD#: 4951786
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Luis Perez Hernandez (CRD# 4951786) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry.

10
Claudio F. Robertson
CRD#: 4883174
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Claudio Robertson (CRD# 4883174) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 10 years of experience in the finance industry.

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