AS
AS

Antonio Sacido

7 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

Antonio manages real estate assets within a family trust in Southern California and is a shareholder of Potter Valley Farms LLC, a company with a real estate asset. He devotes no time to these activities during securities trading hours.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ipg Investment Advisors, LLC
February 2018 - December 2022 · 4 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Antonio Sacido - Financial Advisor | TrueAdvisor