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Mauricio N Gomez

IPG Investment Advisors, LLC

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About Mauricio N Gomez

Mauricio Gomez is a registered Investment Advisor Representative with IPG Investment Advisors, LLC. Mauricio has been in the financial industry since 1996 and holds Series 7, 63, and 65 licenses. Mauricio has experience in providing portfolio management for individuals, businesses, and pooled investment vehicles. Mauricio is also a board member and shareholder of IPG Securities, S.A. a foreign broker dealer in Panama. Mauricio is based in Bogota, Colombia.

Firm Information

Mauricio Gomez 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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Mauricio Gomez’s Registration & Firm History

NA

01/12/2023 - Present

IPG Investment Advisors, LLC (BOGOTA )

NY

08/15/2000 - 07/10/2006

RAMIUS SECURITIES, L.L.C. (NEW YORK NY)

NY

07/20/1999 - 07/14/2000

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

09/04/1996 - 12/31/1998

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mauricio N Gomez.
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