Maria
Montes De Oca

Ipg Investment Advisors, LLC

CRD#3049067
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Maria Montes De Oca is a financial advisor based out of San Diego, California. Montes De Oca is currently employed by Ipg Investment Advisors, LLC. Throughout their career, they have worked at Investment Placement Group and Ipg Investment Advisors, LLC. Montes De Oca maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Ipg Investment Advisors, LLC is a business that has its headquarters in San Diego, CA. The company has offices in 10 locations and a total of 34 advisors. It manages $3 billion in assets under management across its 1,224 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,224 client accounts, 49% belong to high-net-worth clients who have at least $1 million in assets. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules typically are based on the services provided. Fee types charged by Ipg Investment Advisors, LLC may include some blend 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

350 10Th Avenue Suite 1150
San Diego, CA 92101

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

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

Maria Montes De Oca Work History

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

2012 - Present (12 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 Maria Montes De Oca 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
Javier Vargas
San Diego, CA
Jose Chacon Soto
San Diego, CA
Rafael Benrey Grinberg
San Diego, CA
Adrian Gonzalez
San Diego, CA
Francisco Sanchez Gavito
San Diego, CA
Mauricio Gomez
Bogota,

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