Juan Lorenzo De La Garza

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 02/2021
  Horwitz & Associates, Inc.
  Riverwoods, IL
• 03/2021 → Present
  Investment Placement Group
  San Diego, CA
• 03/2021 → Present
  Ipg Investment Advisors, Llc.
  San Diego, CA

Previous Registrations

• 2021-04-14 → 2022-12-31
  Ipg Investment Advisors, Llc
  San Diego, CA
  Miami, FL
• 2013-01-24 → 2021-03-16
  Futura Asset Advisors Llc
  Coral Gables, FL
• 2012-09-21 → 2021-03-03
  Insight Securities, Inc.
  Coral Gables, FL

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. SOLE OWNER AND PRESIDENT OF L.P. RAVEN INC. - A FLORIDA REGISTERED ENTITY - NOT INVESTMENT RELATED - RECEIVES RENTAL INCOME - LESS THAN 5 HOURS MONTHLY DEVOTED TO THIS ACTIVITY - START DATE 04/2021

Exams

• S66 Uniform Combined State Law Examination
  2010-10-07

Other Names

• Juan Lorenzo De Lagarza