AB
AB

Alberto Benrey

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alberto is a shareholder of Investment Placement Trading and an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half his time to this business. He is also an officer of ARB Global Investments LLC and a shareholder in S.C. Asesores en Inversiones Independientes S.A. de C.V., and a member of Vistage Worldwide.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
October 2010 - Present · 15 yrs 4 mos
Investment Placement GroupBroker
February 2001 - Present · 25 yrs
Previous Registrations
Ipg Investment Advisors, LLC
July 2010 - December 2022 · 12 yrs 5 mos
Ipg Investment Advisors, LLC
May 2010 - May 2010 · 0 mos
State Registrations4 states
CACOFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alberto Benrey - Financial Advisor | TrueAdvisor