Eric G Ortiz-berrios
Investment adviser representative at Ipi Wealth Management, Inc.
15 yearsExperience
1 stateRegistered in
$2.7BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Ipi Wealth Management, Inc.Oct 2020 to now
- Investment Planners, Inc.Oct 2020 to now
- AXA Advisors, LLCNov 2013 to Oct 2020
- Eric G. Ortiz Berrios, CpaNov 2011 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PR).
Ipi Wealth Management, Inc.
Legal name: Koshinski Asset Management, Inc.-dba Ipi Asset Management, Inc.
$2.7BAssets managed
13,260Clients
68Advisers
26 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
- 4493967
- Firm CRD
- 111872