David Mayer Guss

Ipg Investment Advisors, LLC

41 Years of Experience

2 DisclosuresMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Ipg Investment Advisors, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,154 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$3.8B

Fee Structure

Minimum Investment:$300K

Location

7596 Eads Avenue, Suite 105, La Jolla, CA, 92037

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2002

Settled

Regulatory

July 1998

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

David is involved in numerous real estate and investment-related activities, including roles as a board member, partner, managing member, officer, director, and general/limited partner in various entities. He also dedicates minimal time to Southwest Trade Services, a trade facility.

Employment History

Current Registrations

Ipg Investment Advisors, LLC

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Ipg Investment Advisors, LLC

April 2010 - December 2022 · 12 yrs 8 mos

Investment Placement GroupBroker

July 1984 - March 2017 · 32 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.