Ipg Investment Advisors, LLC is a large advisory firm based in San Diego. It manages $1.39 billion of regulatory assets for 866 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.
Ipg Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and may select advise on and/or offer private funds and limited partnerships and/or provide family office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ipg Investment Advisors, LLC is $1.39 billion. The firm's AUM has grown by 600% since the beginning of its operation, and $1.04 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ipg Investment Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Adolfo Gonzalezrubio is high net worth individuals with 250 clients and $1.25 billion of assets under management. Among the 10 most similar advisory firms, Ipg Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.39 billion for 866 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 75% of the firm’s clients are foreign persons or businesses.
Ipg Investment Advisors doesn't advise any private funds.
The company employs 29 people that are either part- or full-time employees. 97 percent of the employees work as investment advisers or researchers. 28 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Adolfo Gonzalezrubio has been acting as President since 1 Dec 2011. Martha Elizabeth Soto Aceves joined the executive team most recently as the Cfo.
The principal office where Ipg Investment Advisors, LLC performs its advisory services is located at 350 10 Th Avenue, San Diego, CA 92101, which is also the mailing address of the firm. An additional office of the firm is in La Jolla, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-326-1200 or by fax 619-684-3570. The normal business hours are 6:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at investipg.com.