Ipg Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 25, 2026, reports $4.1B in regulatory assets under management, 39 employees, 10 offices, and 1,273 accounts.
Assets Under Management
$4.1B
Employees
39
Offices
10 offices
Total Clients
1,282
Primary office
SAN DIEGO, CA
501 WEST BROADWAY, SUITE 1350, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.4% of total clients.
Top client categories% of clientsClients
1
HNWI
59.4%
762
2
Corporations
39.2%
503
3
Pooled Investment Vehicles
0.7%
9
4
Pension Plans
0.3%
4
5
Charitable
0.3%
4
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 25, 2026
Discretionary69.3%
$2.9B
69% of total RAUM69.3%
Non-discretionary30.7%
$1.3B
31% of total RAUM30.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.1B
Total Accounts1,273
10Y AUM Change+$2.8B (+218.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee33:1
10Y Employee Change+13 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.