Ipg Investment Advisors, LLC

Ipg Investment Advisors, LLC (CRD# 152990) is a financial advisory firm headquartered in San Diego, CA. They manage $1,299,658,910 in 782 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,300
    MILLION
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $1,661,968
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 23 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 15 years of experience in the finance industry.

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

Alberto 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 25 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 11 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 15 years of experience in the finance industry.

7
Mauricio N. Gomez
CRD#: 2773310
Carrera 9 #74-08 Oficina 301, Bogota,
93
Wealthminder
score

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

8
Roberto L. Lizama
CRD#: 2890871
1111 Brickel Avenue, Suite 2720, Miami, FL 33131
93
Wealthminder
score

Roberto Lizama (CRD# 2890871) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Miami, FL and has over 20 years of experience in the finance industry.

9
Carlos Martinez
CRD#: 4143406
1111 Brickell Avenue, Suite 2720, Miami, FL 33131
93
Wealthminder
score

Carlos Martinez (CRD# 4143406) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Miami, FL and has over 18 years of experience in the finance industry.

10
Maria J. Montes De Oca
CRD#: 3049067
350 10th Avenue, Suite 1150, San Diego, CA 92101
93
Wealthminder
score

Maria Montes De Oca (CRD# 3049067) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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