← Tributary

IPG INVESTMENT ADVISORS, LLC

SAN DIEGO, CA · CRD 152990 · IAPD ↗ · 619-326-1200

$4.14BRegulatory AUM
38Advisory reps
39Employees
0Clients
0Planning clients
1Private funds
8States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2025 — IPG INVESTMENT ADVISORS, LLC grew from 29 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — IPG INVESTMENT ADVISORS, LLC shrank from 34 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — IPG INVESTMENT ADVISORS, LLC reported RAUM up 28% ($2.74B -> $3.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.