Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271712885
SEC advisor number
801-71104
FINRA CRD number
152990
AUM ?
$2.74 bn
(as of 5 Oct 23)
Accounts
1,224
(as of 5 Oct 23)
Employees
34
(34 investment advisory or research)
Address
IPG Investment Advisors
350 10TH AVENUE
SUITE 1150
SAN DIEGO
CA 92101
350 10TH AVENUE
SUITE 1150
SAN DIEGO
CA 92101
Phone
619-326-1200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21