Ariel
Tacher

Ipg Investment Advisors, LLC

CRD#6759032
Investment Advisor
in Houston, TX

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About this Advisor

Ariel Tacher is a financial advisor who works in Houston, Texas. Tacher is an advisor for Ipg Investment Advisors, LLC. Their career trajectory has included roles at Bank Hapoalim, Investment Placement Group and Ipg Investment Advisors, LLC. Tacher holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Ipg Investment Advisors, LLC is a financial advisory company based out of San Diego, CA. It has offices in 10 locations and a total of 34 employees. It has $3 billion in assets under management between its 1,224 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 1,224 customer accounts, 49% are associated with high-net-worth individuals who have more than $1 million in assets. Ipg Investment Advisors, LLC offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fee schedules vary depending on which services the firm provides the client. However, fees billed by Ipg Investment Advisors, LLC most likely include 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

Houston, TX

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Ipg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$2,744,586,245

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

34

TX Average: 43
Total Number of Accounts

1,224

TX Average: 3,727
Average Account Size

$2,242,309

TX Average: $2,033,427

Investment Advisory Services

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

Ariel Tacher Work History

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

2019 - Present (5 years)

Ipg Investment Advisors, LLC

2017 - Present (7 years)

Investment Placement Group

2008 - 2017 (9 years)

Bank Hapoalim

*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 Ariel Tacher 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
Adrian Gonzalez
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.

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