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Juan Lorenzo De la garza

IPG Investment Advisors, LLC

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About Juan Lorenzo De la garza

Juan Lorenzo De la garza is an investment advisor representative with IPG Investment Advisors, LLC. Juan has been in the financial services industry since 2009. Juan is registered with the state of Florida. Juan has earned the Series 66, SIE, and Series 7 licenses. Juan specializes in advising individuals, corporations, and pooled investment vehicles. Juan has previous experience with Insight Securities, Inc. and UBS International Inc.

Firm Information

Juan De la garza 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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Juan De la garza’s Registration & Firm History

CA

04/14/2021 - Present

IPG Investment Advisors, LLC (SAN DIEGO CA)

FL

10/16/2009 - 03/03/2021

INSIGHT SECURITIES, INC. (CORAL GABLES FL)

NY

12/12/2008 - 06/24/2009

UBS INTERNATIONAL INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Juan Lorenzo De la garza.
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