INVESTMENT PLACEMENT GROUP

Overview

Investment Placement Group is organized as a corporation and shows SEC registration dating to 1991. The firm’s ownership is recorded as a mix of domestic entities, foreign entities and individuals, and its internal classification is listed as unclassified. FINTRX flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, and not registered as a multi-state adviser; it is also not listed as a pension consultant or a related adviser. The record contains no disclosed details on the firm’s advisory activities, client segments, fee schedules or investment preferences. There is no public information in the source about portfolio allocations, public holdings, or manager selection approach.

Location & Offices