Alex Matar Agundis

Ipg Investment Advisors, LLC

18 Years of Experience

Broker

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

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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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.

Other Business Activities

Alex is an Investment Adviser Representative with Intercam Advisors, Inc. since 2016. This affiliated, investment-related business takes about a quarter of Alex's time.