Wealth Manager • San Diego, United States

InvestIPG

InvestIPG is a wealth manager based in San Diego, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.4B
Assets Under Mgmt
Wealth Manager
Investor Type
San Diego, United States
Headquarters
About

InvestIPG

IPG Investment Advisors focuses on wealth management, estate planning, asset allocation, research, investment strategies, fundamental analysis, and financial advisory services. IPG Investment Advisors serves customers in the United States. It manages $1.39 billion of regulatory assets for 866 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states. IPG Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and may select advise on and/or offer private funds and limited partnerships and/or provide family office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Focus

What InvestIPG Invests In

Investment types: Direct Investing, Investment Funds, Private Equity

Sectors & themes: Equity/Mutual Funds, Hedge Funds, Investment Management, Multi-Asset Investing, Wealth & Estate Planning, Finance, Traditional Investments (Liquid Assets), Alternative Investments, Financial Services

Preferred geographies: United States, Global

Location: 501 W Broadway, Suite 1350\nSan Diego, CA 92101\nUnited States

Contact InvestIPG

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.