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IPG INVESTMENT ADVISORS, LLC
CRD 152990File 801-71104
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.14B
Top 25% of cohort (national)
Discretionary AUM
$2.87B
Non-discretionary $1.27B
Clients
1,282
1,273 accounts
Employees
39
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 3, 2010
- Principal office
- 501 WEST BROADWAY, SUITE 1350, SAN DIEGO, CA, 92101
- Phone
- 619-326-1200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.14B
- Discretionary AUM
- $2.87B
- Non-discretionary AUM
- $1.27B
- Discretionary accounts
- 1,141
- Non-discretionary accounts
- 132
- Total accounts
- 1,273
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 503 | $2.20B |
| Charitable organizations | Fewer than 5 | $874K |
| High net worth individuals | 762 | $1.27B |
| Pooled investment vehicles | 9 | $666.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.