CF
CF

Carlos Francisco Figueroa-Ramirez

18 Years of Experience
May Earn Commission
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

Carlos is registered as an independent contractor with IPG Investment Advisors, doing business as Forward Capital Corp. He dedicates all of his working hours to this business.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ipg Investment Advisors, LLC
June 2010 - December 2022 · 12 yrs 6 mos
Investment Placement GroupBroker
December 2006 - February 2016 · 9 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.