Adolfo Gonzalezrubio

Ipg Investment Advisors, LLC

32 Years of Experience

2 DisclosuresBroker

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

501 West Broadway, Suite 1350, San Diego, CA, 92101

Get directions

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.

Regulatory

December 2011

Final

Customer Dispute

October 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Adolfo is a managing member of IPG Investment Advisors, LLC and a portfolio manager to various private pooled investment entities, dedicating about 20 hours a week to each. He also holds various positions related to real estate investment and management, and is a shareholder in a Mexican advisor, dedicating minimal time to each.

Employment History

Current Registrations

Ipg Investment Advisors, LLC

January 2023 - Present · 3 yrs 1 mo

Investment Placement GroupBroker

November 1993 - Present · 32 yrs 3 mos

Previous Registrations

Ipg Investment Advisors, LLC

July 2010 - December 2022 · 12 yrs 5 mos

State Registrations2 states

CANY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.