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Adolfo Gonzalezrubio

IPG INVESTMENT ADVISORS
SAN DIEGO, CA
·CRD# 2385116·33 years experience

Professional Summary

Adolfo Gonzalezrubio is a registered financial advisor currently at IPG INVESTMENT ADVISORS, LLC located in San Diego, California and INVESTMENT PLACEMENT GROUP located in San Diego, California. Adolfo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Adolfo has worked at 2 firms and has passed the Series 66, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

IPG INVESTMENT ADVISORS, LLC·CRD# 152990
RIA
501 West Broadway Suite 1350, San Diego, CA 92101
January 11, 2023 - Present
INVESTMENT PLACEMENT GROUP·CRD# 14458
BD
501 West Broadway Suite 1350, San Diego, CA 92101
November 10, 1993 - Present
IPG INVESTMENT ADVISORS, LLC·CRD# 152990
RIA
San Diego, CA
July 1, 2010 - December 31, 2022

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Current Firm

II
IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - SEC (3/3/2010 Approved)

Contact Information

Main Address

501 West Broadway Suite 1350, San Diego, CA 92101

Phone Number

(619) 326-1200

# of Employees

39

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPG INVESTMENT ADVISORS LLC FORM ADV PART 2A (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,273

AUM (Assets Under Management)

$4,136,495,918

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MANAGING MEMBER OF IPG INVESTMENT ADVISORS, LLC. - INVESTMENT RELATED - SEC REGISTERED IAR UNDER COMMON CONTROL AND DEVOTES ABOUT 20 HOURS A WEEK AND UP TO 4 HOURS A DAY TO THIS BUISNESS. SHAREHOLDER THROUGH FAMILY TRUST OF INVESTMENT PLACEMENT COMMODITES - INVESTMENT RELATED - NFA REGISTERED FUTURES AND COMMODITIES BROKER UNDER COMMON CONTROL AND DEVOTES ABOUT A FEW HOURS A WEEK AND POSSIBLY UP TO 1 HOURS A DAY DURING TRADING HOURS TO THIS BUISNESS. PORTFOLIO MANAGER TO VARIOUS PRIVATE POOLED INVESTMENT ENTITIES - INVESTMENT RELATED - UNDER RIA UNDER COMMON CONTROL AND DEVOTES ABOUT 20 HOURS A WEEK AND UP TO 4 HOURS A DAY TO THIS BUISNESS. SOLE MEMBER AGRB HOLDINGS, LLC. - NON-INVESTMENT RELATED - PRIVATE INVESTMENT VEHICLE EXTABLISHED TO MANAGE COMMERCIAL REAL ESTATE INVESTMENTS - PLANS TO DEVOTE 1 HOUR A MONTH NONE DURING TRADING HOURS SOLE MEMBER PGR HOLDINGS, LLC. - NON-INVESTMENT RELATED - PRIVATE INVESTMENT VEHICLE EXTABLISHED TO MANAGE COMMERCIAL REAL ESTATE INVESTMENTS - PLANS TO DEVOTE 1 HOUR A MONTH NONE DURING TRADING HOURS REPRESENT FAMILY MEMBERS AS DIRECTOR IN OTAY COMMERCIAL PARTNERS, LP - NON-INVESTMENT RELATED - DIRECTOR OF FAMILY ENTERPRISE ESTABLISHED TO INVEST IN COMMERCIAL REAL ESTATE PROJECTS - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS PRESIDENT, CEO AND SECRETARY OF OTAY COMMERCIAL CENTER CORP - NON-INVESTMENT RELATED - ZERO PARTICIPATION - ESTABLISHED TO MANAGE REAL ESTATE PROJECTS AND HOLDINGS OF VARIOUS RELATED ENTITIES - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS MANAGING MEMBER OF OCC / 3900, LLC. - NON-INVESTMENT RELATED - ENTERPRISE ESTABLISHED TO INVEST AS A PASSIVE INVESTOR IN COMMERIAL REAL ESTATE PROJECTS - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS INITIAL TRUSTEE OF TECHNOLOGY STOCK TRUST - NON-INVESTMENT RELATED. ESTABLISHED TO INVEST AND AQUIRE SHARES OR SECURITIES IN VARIOUS COMPANIES FOR THE BENEFIT OF BENEFICIARIES OF TRUST - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS. MANAGER OF BOTAUROS LLC. - NON-INVESTMENT REALATED. LLC OWNED BY TECHNOLOGY STOCK TRUST TO MANAGE ACQUISITIONS AND INVESTMENTS IN VARIOS ENTITIES FOR THE BENEFIT OF THE TRUST. - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS. MANAGER OF SUNY HALO'S LLC. - NON-INVESTMENT REALATED. LLC OWNED BY TECHNOLOGY STOCK TRUST TO MANAGE ACQUISITIONS AND INVESTMENTS IN VARIOS ENTITIES FOR THE BENEFIT OF THE TRUST. - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS. GENERAL PARTNER AND SPONSOR LIMITED PARTNER OF BLUE POINT REAL ESTATE INVESTMENTS LLC. - NON-INVESTMENT RELATED - ESTABLISHED TO PARTICIPATE AS GENERAL PARTNER IN A REAL ESTATE INVESTMENT FUND. (IPG-MONRO CAPITAL FUND I LP AND MONRO CAPITAL II, LLC.) AND DUTIES INCLUDE REVIEW OF COMMERCIAL REAL ESTATE BUSINESS, PROSPECT INVESTORS AND PARTICIPATE IN QUARTERLY MEETINGS - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS SHAREHOLDER THROUGH IKAPITAL ADVISORS OF SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV A REGISTERED MEXICAN ADVISOR LOCATED IN MEXICO CITY - NOT INVOLVED IN DAY TO DAY BUT ATTENDS QUARTLY MEETING AND MAY RECEIVE SHAREHOLDER COMPENSATION - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS MANAGER OF AGENA STAR LLC - NON-INVESTMENT RELATED - MANAGES AND REPRESENTS A CLOSE FAMILY FRIEND IN MATTERS OF REAL ESTATE PROPERTY MANAGEMENT DUTIES INCLUDE TO ENSURE THAT PROPERTY TAXES AND OTHER MISCELLANEOUS EXPENSES ARE PAID IN A TIMELY MANNER. PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS ACTIVE BOARD MEMBER OF THE FOLLOWING ENTITIES: SMART BORDER COLITION, AEBC, GRUPO OPTIMA, WORLD TRADE CENTER GUADALAJARA

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - SEC (3/3/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(7/8/2010)
IAR
California
(1/11/2023)
RR
New York
(3/28/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2010About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2003About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Adolfo Gonzalezrubio's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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