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Alejandrina Trasvina huerta

IPG Investment Advisors, LLC

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About Alejandrina Trasvina huerta

Alejandrina Trasvina huerta is a financial advisor with IPG Investment Advisors, LLC, registered with the state of California. Alejandrina has been in the financial services industry since April 15, 2019. Prior to joining IPG Investment Advisors, LLC, Alejandrina worked at INVESTMENT PLACEMENT GROUP. Alejandrina's credentials include passing the Series 66, Series 7TO and SIE exams. IPG Investment Advisors, LLC is an investment advisory firm that provides a variety of investment services to a diverse client base.

Firm Information

Alejandrina Trasvina huerta 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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Alejandrina Trasvina huerta’s Registration & Firm History

CA

01/12/2023 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alejandrina Trasvina huerta.
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