AA
AA

Alfonso Aldrete

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,154 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$300K
Loading...

Location

501 West Broadway, Suite 1350, San Diego, CA, 92101

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alfonso is an Investment Advisor Representative (IAR) and devotes about half his time to IPG Investment Advisors, LLC. He also holds shares in several companies, including investment-related entities and a gift card company, and is involved in real estate investments.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Investment Placement GroupBroker
November 2002 - Present · 23 yrs 3 mos
Previous Registrations
Ipg Investment Advisors, LLC
July 2010 - December 2022 · 12 yrs 5 mos
State Registrations2 states
CAPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alfonso Aldrete - Financial Advisor | TrueAdvisor