linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hugo Prebben Ramirez

IPG Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Hugo? Claim Your Profile

About Hugo Prebben Ramirez

Hugo Prebben Ramirez is an investment advisor representative with IPG Investment Advisors, LLC. Hugo has been in the industry since 2019 and holds Series 66, Series 7TO, and SIE licenses. Hugo was previously registered with TD Ameritrade, Inc. Hugo specializes in portfolio management for businesses, individuals, and pooled investment vehicles. He also provides family office services.

Firm Information

Hugo Ramirez 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Hugo Ramirez’s Registration & Firm History

CA

01/12/2023 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

CA

10/15/2019 - 05/18/2021

TD AMERITRADE, INC. (SAN DIEGO CA)

Not sure if Hugo Prebben Ramirez is right for you?

Licenses & Designations

BOTH

Issued 02/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Hugo Prebben Ramirez.
Not sure if Hugo Prebben Ramirez is right for you?