Hector
Munguia Romo

Ipg Investment Advisors, LLC

CRD#3087449
Investment Advisor
in Tucson, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Hector Munguia Romo is a financial advisor working in Tucson, Arizona. Munguia Romo is an employee of Ipg Investment Advisors, LLC. During their career, Munguia Romo has held roles at Investment Placement Group and Ipg Investment Advisors, LLC. Munguia Romo maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona and California. Ipg Investment Advisors, LLC is an advisory firm that has its headquarters in San Diego, CA. The investment advisory business has offices in 10 locations and a total of 34 financial advisors. It handles $3 billion in assets under management among its 1,224 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,224 customer accounts, 49% are held by high-net-worth clients who have at least $1 million in assets. The company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees usually depend on which services are provided. However, fee types charged by Ipg Investment Advisors, LLC likely include some blend of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

3573 East Sunrise Drive Suite 120
Tucson, AZ 85718

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ipg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$2,744,586,245

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

34

AZ Average: 43
Total Number of Accounts

1,224

AZ Average: 3,727
Average Account Size

$2,242,309

AZ Average: $2,033,427

Investment Advisory Services

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

Hector Munguia Romo Work History

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

2010 - Present (14 years)

Ipg Investment Advisors, LLC

2008 - Present (16 years)

Investment Placement Group

*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 Hector Munguia Romo 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
Javier Vargas
San Diego, CA
Jose Chacon Soto
San Diego, CA
Francisco Sanchez Gavito
San Diego, CA
Hugo Ramirez
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started