IPG Investment Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
IPG Investment Advisors LLC
CRD #152990
SEC #801-71104
CIK #
AUM $2.0 BB (66% Disc, 19% US, 2020-03-30)
Employees33 (94% Investors, 76% Brokers)
Phone619-326-1200
Address350 10th Avenue
San Diego, CA 92101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02008201220162021
Sector Issuer Cap ($MM) Value ($MM)
ERJ 921.2 27,323.2
WDC 13,510.0 17,958.0
AAPL 1,372,810.0 17,394.7
ATSG 1,250.0 14,713.0
MGA 12,350.0 13,064.8
GT 1,870.0 11,547.9
NUE 12,500.0 8,486.7
FB 661,560.0 8,036.8
QCOM 87,770.0 8,019.3
AMZN 1,207,970.0 7,470.8
View All
Holdings by Sector ($)
2602081561045202013201520172020
Comparable Firms State AUM ($BB)
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Financial Services Group Inc
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GFS Advisors LLC
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Filament LLC
WA 2.0
JNB Advisors LLC
NY 2.0
Endurance Capital LLC
NY 2.0
Abner Herrman & Brock LLC
NJ 2.0
Aldrich Wealth LP
OR 2.0
Americana Partners LLC
TX 2.0
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