David
Gaistman

Ipg Investment Advisors, LLC

CRD#5049048
Investment Advisor
in La Jolla, CA

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About this Advisor

David Gaistman is a financial advisor operating out of La Jolla, California. Gaistman works at Ipg Investment Advisors, LLC. Gaistman has gained experience at Investment Placement Group, Degai Textil Sa De Cv and Ipg Investment Advisors, LLC. Gaistman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Ipg Investment Advisors, LLC is a financial advisory business operating out of San Diego, CA. The investment advisory business has offices in 10 locations and a total of 34 financial advisors. It manages $3 billion in assets under management among its 1,224 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,224 accounts, 49% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Ipg Investment Advisors, LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management largely vary depending on the services provided. However, fees billed by Ipg Investment Advisors, LLC likely are comprised of any combination of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

La Jolla, CA

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Ipg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$2,744,586,245

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

34

CA Average: 43
Total Number of Accounts

1,224

CA Average: 3,727
Average Account Size

$2,242,309

CA Average: $2,033,427

Investment Advisory Services

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

David Gaistman Work History

David has been registered as a financial advisor for 0 years.*

2010 - Present (14 years)

Ipg Investment Advisors, LLC

2004 - Present (20 years)

Investment Placement Group

1993 - Present (31 years)

Degai Textil Sa De Cv

*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 David Gaistman 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 Ipg Investment Advisors, LLC

Jose Lopez Gonzalez
San Diego, CA
Rafael Benrey Grinberg
San Diego, CA
Jose Chacon Soto
San Diego, CA
Javier Vargas
San Diego, CA
Adrian Gonzalez
San Diego, CA
Hugo Ramirez
San Diego, CA
Francisco Sanchez Gavito
San Diego, 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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