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IPG INVESTMENT ADVISORS, LLC
CRD 152990 · SEC 801-71104
501 WEST BROADWAY, SUITE 1350, SAN DIEGO, CA, 92101, United States
Phone
619-326-1200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.14B
Discretionary AUM
$2.87B
Team
39 total employees; 38 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees; FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 762 | $1.27B |
| Pooled investment vehicles | 9 | $666.0M |
| Pension/profit sharing plans | 4 | $3.4M |
| Charitable organizations | 4 | $874K |
| Corporations/business entities | 503 | $2.20B |
States served
AZ, CA, CO, IN, MA, NY, TX, FL
Official SEC filing: View on IAPD