Alfonso Aldrete
Investment adviser representative at Ipg Investment Advisors, LLC
27 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 yearsFirm in business
Are you Alfonso Aldrete? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Ipg Investment Advisors, LLCMar 2010 to now
- Investment Placement GroupJul 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ipg Investment Advisors, LLC
$4.1BAssets managed
1,282Clients
40Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4352620
- Firm CRD
- 152990