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IPG INVESTMENT ADVISORS, LLC
SAN DIEGO, CA
619-326-1200
SEC #801-71104Total AUM
$4.1B
Employees
39Clients
1,282Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
501 WEST BROADWAY
SUITE 1350
SAN DIEGO
CA 92101
United States
SUITE 1350
SAN DIEGO
CA 92101
United States
Operating Hours
6:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
619-326-1200
Other Offices
10
Financials
Total AUM
$4.1B
Accounts
1,273Discretionary
$2.9B
Accounts
1,141Non-Discretionary
$1.3B
Accounts
132
Clients
HNW Individual Clients
762AUM
$1.3B
Pooled Vehicle Clients
9AUM
$666M
Pension/Profit Sharing Plan Clients
4AUM
$3.4M
Charitable Organization Clients
4AUM
$873.8K
Corporation or Business Clients
503AUM
$2.2B
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSRO Rule Violation
State Registrations
AZCACOFLINMANYTX
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.