AG
AG

Adrian Gonzalez

9 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
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Location

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

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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.

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Other Business Activities

Adrian works as an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half of his time to this business.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Investment Placement GroupBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ipg Investment Advisors, LLC
July 2018 - December 2022 · 4 yrs 5 mos
Beta Capital Securities LLCBroker
October 2016 - December 2017 · 1 yr 2 mos
State Registrations2 states
CAGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adrian Gonzalez - Financial Advisor | TrueAdvisor