Skip to content

Mauricio U Assael

Investment adviser representative at Ipg Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
$4.1BFirm assets
16 yearsFirm in business

Are you Mauricio U Assael? Claim your profile

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

10 years in the industry.

  1. Ipg Investment Advisors, LLC.Sep 2016 to now
  2. Investment Placement GroupSep 2016 to now

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

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
5394299
Firm CRD
152990
Advisor's SEC record (opens in a new tab)
CallContact this firm