Juan Lorenzo De la garza
Investment adviser representative at Ipg Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 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 assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Ipg Investment Advisors, LLC.Mar 2021 to now
- Investment Placement GroupMar 2021 to now
- Horwitz & Associates, Inc.Oct 2009 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5570024
- Firm CRD
- 152990