Ipg Investment Advisors, LLC

Ipg Investment Advisors, LLC (CRD# 152990) is a financial advisory firm headquartered in San Diego, CA. They manage $3,506,282,702 in 1,051 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
501 West Broadway, Suite 1350, San Diego, CA 92101
By the Numbers
  • Total Assets Under Management
    3,506
    MILLION
  • Total Number of Accounts
    1,051
    ACCOUNTS
  • Average Account Value
    $3,336,140
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IN, MA, NY, TX

Financial Advisors at Ipg Investment Advisors, LLC
Showing 31 - 38 of 38 top financial advisors.
31
Mildred Lopez, financial advisor San Diego CA
Mildred Lopez
CRD#: 4021962
501 West Broadway, Suite 1350, San Diego, CA 92101

Mildred Lopez (CRD# 4021962) 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.

32
Hector Munguia Valenzuela, financial advisor Tucson AZ
Hector F. Munguia Valenzuela
CRD#: 7593323
3573 E Sunrise Drive, Suite 120, Tucson, AZ 85718

Hector Munguia Valenzuela (CRD# 7593323) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Tucson, AZ and has 1 year of experience in the finance industry.

33
Stephanie Nunez, financial advisor San Diego CA
Stephanie Nunez
CRD#: 7394480
501 West Broadway, Suite 1350, San Diego, CA 92101

Stephanie Nunez (CRD# 7394480) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has 1 year of experience in the finance industry.

34
Hugo Ramirez, financial advisor San Diego CA
Hugo P. Ramirez
CRD#: 6581029
501 West Broadway, Suite 1350, San Diego, CA 92101

Hugo Ramirez (CRD# 6581029) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 4 years of experience in the finance industry.

35
Abraham Rodriguez Tostado, financial advisor Mazatlan, Sinaloa
Abraham Rodriguez Tostado
CRD#: 7278430
Sabalo Cerritos # 3070 Dept 804, Cond. La Ventanna, La Marina, Mazatlan, Sinaloa, 82102

Abraham Rodriguez Tostado (CRD# 7278430) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Mazatlan, Sinaloa, and has over 3 years of experience in the finance industry.

36
Francisco Sanchez Gavito, financial advisor San Diego CA
Francisco X. Sanchez Gavito
CRD#: 6205321
501 West Broadway, Suite 1350, San Diego, CA 92101

Francisco Sanchez Gavito (CRD# 6205321) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

37
Ariel Tacher, financial advisor Houston TX
Ariel J. Tacher
CRD#: 6759032
Houston, TX

Ariel Tacher (CRD# 6759032) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in Houston, TX and has over 4 years of experience in the finance industry.

38
Alejandrina Trasvina Huerta, financial advisor San Diego CA
Alejandrina Trasvina Huerta
CRD#: 6232151
501 West Broadway, Suite 1350, San Diego, CA 92101

Alejandrina Trasvina Huerta (CRD# 6232151) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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