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 $3,506,282,702 assets under management, offering retirement planning & investment advisory services to 1051 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152990
SEC#	801-71104
Assets Managed by Firm	$3,506,282,702
No. of Clients	1051
No. of Advisors	39

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Performance Based
Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1051	$3,506,282,702
Individuals (other than high net worth individuals)	567	$189,945,392
High net worth individuals	236	$1,639,861,265
Pension and profit sharing plans	3	$1,987,868
Charitable organizations	1	$9,974,246
Corporations or other businesses	239	$1,418,482,442

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