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Investment Placement Group (San Diego)


Investment Placement Group is a large advisory firm based in San Diego. It manages $577.57 million of regulatory assets for 1,043 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, and Texas.

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Investment Placement Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Placement Group: assets under management

The assets under management (AUM) of Investment Placement Group is $577.57 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $463.99 million in discretionary accounts and $113.57 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $529.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $684.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Placement Group for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Investment Placement Group performs its advisory services is located at 350 10 Th Avenue, San Diego, CA 92101 The mailing address of the firm is 350 10 Th Avenue, San Diego, CA 92101. An additional office of the firm is in Bonita, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-326-1200 or by fax 619-326-1213. The normal business hours are 6:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.investipg.com.


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