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Adolfo Gonzalezrubio

IPG Investment Advisors, LLC

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About Adolfo Gonzalezrubio

Adolfo Gonzalezrubio is an active investment advisor representative at IPG Investment Advisors, LLC, with over 30 years of experience in the financial industry. Adolfo holds Series 7, 24, 66 and SIE licenses. Adolfo's background includes working with high-net-worth individuals, corporations, and investment companies. Adolfo is a managing member of IPG Investment Advisors, LLC, a director of investment placement commodities at a futures and commodities broker, and a portfolio manager for various private pooled investment entities. Adolfo also serves as a director in a family enterprise, a president and CEO of a company that manages real estate projects, and a general partner in a real estate investment fund. Adolfo's experience and expertise can help you reach your financial goals.

Firm Information

Adolfo Gonzalezrubio is currently registered with IPG Investment Advisors, LLC. IPG Investment Advisors, LLC is an investment advisor based in San Diego, CA. The firm manages over $3.5 billion in assets and provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer private fund and limited partnership advisory services and family office services.
IPG Investment Advisors, LLC

501 WEST BROADWAY

SAN DIEGO, CA 92101

$3.51B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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may select advise on and/or offer private funds and limited partnerships and/or provide family office services

May select advise on and/or offer private funds and limited partnerships and/or provide family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Family office, service , finder's fees $ 12b1 fees via afflt

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Adolfo Gonzalezrubio’s Registration & Firm History

CA

01/01/2025 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Adolfo Gonzalezrubio. Review regulatory record here.
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