Investment Placement Group

Broker-DealerFINRA MemberEst. 1991
Total AUM
—
Advisory reps
65
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
14458
Registered since
December 8, 1991

Firm profile

FINTRX

Overview

Investment Placement Group is organized as a corporation and has been an SEC-registered adviser since 1991. The firm's ownership is identified across domestic entities, foreign entities and individuals, and it is listed as an unclassified adviser in the source. The record indicates the firm does not self-identify as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide details on its fee structure, client types, core advisory activities, or investment focus in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Alberto Benrey

    Alberto Benrey

    CEOCRD 4290443

  • Darius Lashkari

    Darius Lashkari

    Chief Compliance OfficerCRD 3061561

  • Martha Soto Aceves

    Chief Financial Officer & Managing DirectorCRD 5409623

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Contacts

3 of 61
  • Jose Lopez Gonzalez

    Jose Lopez Gonzalez

    VP, Private BankerCRD 5757628

  • Alex Matar Agundis

    Registered Investment AdvisorCRD 5304424

  • Alfonso Aldrete

    Partner, Managing DirectorCRD 4352620

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
501 W Broadway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth