AR
AR

Adolfo Gonzalez Rubio

7 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

Adolfo works as an Investment Advisor Representative (IAR) for IPG Investment Advisors, dedicating about 50% of his time to this role. He also has passive investments in GRG Real Estate Ventures, LLC and LEGOS, LLC, each requiring minimal time per month.

Employment History
Current Registrations
Ipg Investment Advisors, LLC
January 2023 - Present · 3 yrs 1 mo
Investment Placement GroupBroker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Ipg Investment Advisors, LLC
June 2019 - December 2022 · 3 yrs 6 mos
State Registrations2 states
CAGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.