Chairman / Trustee of the Agcx Trust · IPG Investment Advisors, LLC
Adolfo Gonzalezrubio
CRD 2385116 · Named on Form ADV at one SEC-registered adviser
At a glance
IPG Investment Advisors, LLC, an SEC-registered asset manager based in SAN Diego, CA with $4.1 billion in regulatory assets, lists Adolfo Gonzalezrubio on its Form ADV as Chairman / Trustee of the Agcx Trust, a control person.
Firms and roles
- IPG Investment Advisors, LLCChairman / Trustee of the Agcx TrustAsset manager · SAN Diego, CA · $4.1B in regulatory assets
AtlasMembers
Adolfo’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Adolfo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Martha E. Soto AcevesCFO, IPG Investment Advisors, LLC
- Alberto BenreyChief Executive Officer / Trustee of the Benrey Family Trust, IPG Investment Advisors, LLC
- Darius N. LashkariChief Compliance Officer, IPG Investment Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adolfo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.