Investment Placement Group

Overview

Investment Placement Group is organized as a corporation and has been registered with the SEC since 1991. Public records characterize its ownership in broad terms—domestic entity, foreign entity and individual—but provide no detailed ownership breakdown or stated business lines. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. There is also no designation as a pension consultant or related adviser in the available profile.

Assets & Accounts

Location & Offices