firm profile
Ipg Investment Advisors, LLC
Overview
Ipg Investment Advisors, LLC is an SEC registered investment adviser based in San Diego, CA, registered since 2010. It reports $4.1B in assets under management across 1,273 accounts, with 39 employees. It has 40 investment adviser representatives.
- Reported AUM
- $4.1B
- Discretionary
- 69%
- Accounts
- 1,273
- Average account
- $3.2M
- Employees
- 39
- Advisory reps
- 40
- Registered since
- 2010
- Jurisdictions
- 8
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- Alberto Benrey Chief Executive Officer, Trustee CRD 4290443
- Adolfo Gonzalezrubio Chairman, Trustee CRD 2385116
- Darius Lashkari Chief Compliance Officer CRD 3061561
1 more executive officer, with direct contact details
Advisory reps 3 of 40
- Eduardo Alaman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3142918
- Alfonso Aldrete Registered Rep · Investment Adviser Rep CRD 4352620
- Gerardo Arizpe Aguirre Registered Rep · Investment Adviser Rep CRD 7167526
37 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 501 W Broadway Ste 1350
San Diego, CA 92101 - County
- San Diego
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
Registrations
- SEC registered
- Registered in 8 jurisdictions
Every state, with registration dates
Similar firms near San Diego
- Chandler Asset Management IncSan Diego, CA$45.3B AUM
- Independent Financial Group, LLCSan Diego, CA$12.9B AUM
- Pure Financial Advisors, LLCSan Diego, CA$11.1B AUM
- Fairfield Realty Advisors LLCSan Diego, CA$6.2B AUM
- LM Capital Group, LLCSan Diego, CA$6.1B AUM
request a demo
See what we have on Ipg Investment Advisors, LLC
We'll walk you through the full profile and how to find more firms like this one.