AG
Adolfo Gonzalezrubio
IPG INVESTMENT ADVISORS
SAN DIEGO, CA 92101
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CRD#: 2385116
AG
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. DIRECTOR 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 GENERAL PARTNER OF BLUE POINT REAL ESTATE INVESTMENTS LLC. - NON-INVESTMENT RELATED - ESTABLISHED TO PARTICIPATE AS GENERAL PARTNER IN A REAL ESTATE INVESTMENT FUND. 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
CRS (Client Relationship Summary) - RIA
Click below to view Adolfo Gonzalezrubio's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 11, 2023 - Present
IPG INVESTMENT ADVISORS, LLC
Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101RIA
CRD#: 152990
SAN DIEGO, CA
Current
November 10, 1993 - Present
INVESTMENT PLACEMENT GROUP
Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101BD
CRD#: 14458
SAN DIEGO, CA
Past
July 1, 2010 - December 31, 2022
IPG INVESTMENT ADVISORS, LLC
RIA
CRD#: 152990
SAN DIEGO, CA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/8/2010)
IAR
California(1/11/2023)
RR
New York(3/28/2011)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
II
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC
CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - (3/3/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 West Broadway Suite 1350, San Diego, CA 92101
Mailing Address
Phone number
(619) 326-1200
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,154 |
| AUM (Assets Under Management) | $ 3,818,509,733 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
