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Adolfo Gonzalez Rubio

Ipg Investment Advisors, LLC

San Diego, CA

CRD 6994317

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Employer firm

Ipg Investment Advisors, LLC CRD 152990

$4.14B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • MAY SELECT ADVISE ON AND/OR OFFER PRIVATE FUNDS AND LIMITED PARTNERSHIPS AND/OR PROVIDE FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Ipg Investment Advisors, Llc

501 West Broadway Suite 1350, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-12
  • CA RA
    APPROVED
    Since 2023-01-12

Branch Locations

501 West Broadway Suite 1350, San Diego, CA 92101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Placement Group San Diego CA 06/2018 Present
Extended Travel San Diego CA 03/2018 05/2018
Deloitte Consulting Group Mexico City 08/2016 03/2018
Ipg Investment Advisors, Llc. San Diego CA 06/2019 Present
  • 06/2018 → Present
    Investment Placement Group
    San Diego, CA
  • 03/2018 → 05/2018
    Extended Travel
    San Diego, CA
  • 08/2016 → 03/2018
    Deloitte Consulting Group
    Mexico City
  • 06/2019 → Present
    San Diego, CA
Previous Registrations
Other Businesses

IPG INVESTMENT ADVISORS, LLC., INVESTMENT RELATED, LOCATED AT 501 W BROADWAY, SUITE 1350 SAN DIEGO, CA 92101 INVESTMENT ADVISOR REPRESENTATIVE (IAR) DEVOTES ROUGHLY 20 HOURS A WEEK, AS MUCH AS 4 HOURS A DAY DURING TRADING HOURS TO THIS BUSINESS. GRG REAL ESTATE VENTURES, LLC. Investment Related; No; San Diego, CA. Start date: 03/2022. Expected to be passive investments among siblings: possibly 2-4 hours a month. 0 hours during market hours. Duties: None at this time. LEGOS, LLC Investment Related; No; San Diego, CA. Start date: 03/2022. Role is primarily passive. 2-4 hours a month. 0 hours during market hours. Duties: None. Created for family succession planning of assets at some point in the future.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-25
  • S66 Uniform Combined State Law Examination
    2019-06-25
Other Names
  • Adolfo Gonzalez-Rubio Gutierrez
  • Adolfo Gonzalez-Rubio
  • Adolfo Gonzalez Rubio Gutierrez

View on SEC IAPD

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