Cesar
Delgado Inilopu

Advisor Partners

CRD#7634462
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Cesar Delgado Inilopu is a financial advisor operating in Walnut Creek, California with a total of 1 year of industry experience. Delgado Inilopu is on the advisory team at Advisor Partners. During their career, Delgado Inilopu has held roles at Advisor Partners, LLC, Rnd4Impact Inc, Hult International Business School and Numa Peru Sac. Delgado Inilopu has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Advisor Partners is an advisory business that has its headquarters in Walnut Creek, CA. It manages $2 billion in assets under management across its 1,111 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 1,111 accounts, 77% are held by high-net-worth individuals who have at least $1 million in assets. The firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services typically vary depending on which service is offered. Fees billed by Advisor Partners typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

2185 North California Blvd Suite 290
Walnut Creek, CA 94596

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Advisor Partners Brokerage Details

Total Assets Under Management

$1,942,593,918

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

1,111

CA Average: 3,727
Average Account Size

$1,748,509

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Cesar Delgado Inilopu Work History

Cesar has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Advisor Partners, LLC

2021 - 2021 (< 1 year)

Rnd4Impact Inc

2019 - 2021 (2 years)

Hult International Business School

2007 - 2019 (12 years)

Numa Peru Sac

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cesar Delgado Inilopu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisor Partners

Elena Gorskaya
Walnut Creek, CA
Jia Xu
Walnut Creek, CA
Rahul Agrawal
Walnut Creek, CA
Michael Oconnor
Walnut Creek, CA
Bryan Lee
New York, NY
Cesar Delgado Inilopu
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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