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IPG INVESTMENT ADVISORS, LLC
501 West Broadway
Suite 1350
San Diego, California 92101
Tel: 619-326-1200
About IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC, formally registered with the SEC as IPG INVESTMENT ADVISORS, LLC. The firm was established in 03/03/2010. They have over 11 offices throughout the country.
IPG INVESTMENT ADVISORS, LLC is a San Diego, California based Financial Planning firm with nearly $2,744,586,245 assets under management, offering retirement planning & investment advisory services to 1224 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152990 |
| SEC# | 801-71104 |
| Assets Managed by Firm | $2,744,586,245 |
| No. of Clients | 1224 |
| No. of Advisors | 34 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commision Based
- Performance Based
- Other(FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1224 | $2,744,586,245 |
| Individuals (other than high net worth individuals) | 626 | $2,271,667,188 |
| High net worth individuals | 594 | $357,727,835 |
| Pension and profit sharing plans | 1 | $304,139 |
| Charitable organizations | 1 | $2,071,942 |
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